See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,954 | $41,078-61.2% | $80,569-80.2% | $71,457-77.7% |
| Participation rate | 58.9% | 50.2%+8.7pp | 67.0%-8.1pp | 67.9%-9.0pp |
| Annual return | 18.39% | 38.45%-20.1pp | 935.43%-917.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,680 | $1,506+11.6% | $2,723-38.3% | $2,588-35.1% |
| Participant deferral / active EE | $2,505 | $2,699-7.2% | $4,447-43.7% | $4,289-41.6% |
| Admin fee / account holder | $6 | $1,840-99.7% | $5,377-99.9% | $1,587-99.6% |