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 6-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... | $296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,268 | $63,745-82.3% | $98,442-88.6% | $79,386-85.8% |
| Participation rate | 31.5% | 69.9%-38.4pp | 73.3%-41.8pp | 70.7%-39.2pp |
| Annual return | 20.23% | 625.80%-605.6pp | 1492.73%-1472.5pp | 116.85%-96.6pp |
| Employer contribution / active EE | $428 | $2,557-83.2% | $2,960-85.5% | $2,427-82.4% |
| Participant deferral / active EE | $675 | $3,303-79.6% | $4,276-84.2% | $4,046-83.3% |
| Admin fee / account holder | $3 | $516-99.3% | $5,949-99.9% | $626-99.5% |