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 | Recordkeeping and information managem... | $2,625 |
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 | $20,413 | $44,960-54.6% | $84,966-76.0% | $74,495-72.6% |
| Participation rate | 66.0% | 49.4%+16.6pp | 67.5%-1.5pp | 67.2%-1.2pp |
| Annual return | 14.50% | 26.24%-11.7pp | 66.38%-51.9pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,518 | $1,457+4.2% | $2,727-44.3% | $2,623-42.1% |
| Participant deferral / active EE | $2,549 | $2,731-6.6% | $4,519-43.6% | $4,346-41.3% |
| Admin fee / account holder | $11 | $2,209-99.5% | $6,149-99.8% | $1,942-99.5% |