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 10-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... | $1,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,555 | $55,415+14.7% | $155,509-59.1% | $74,495-14.7% |
| Participation rate | 43.8% | 61.9%-18.1pp | 78.2%-34.4pp | 67.2%-23.4pp |
| Annual return | 13.00% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $291 | $2,267-87.2% | $4,672-93.8% | $2,623-88.9% |
| Participant deferral / active EE | $1,072 | $2,836-62.2% | $5,626-80.9% | $4,346-75.3% |
| Admin fee / account holder | $13 | $1,738-99.3% | $15,912-99.9% | $1,942-99.3% |