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 | Claims processing; Recordkeeping and ... | $299 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,711 | $51,197-90.8% | $82,719-94.3% | $66,914-93.0% |
| Participation rate | 86.8% | 67.8%+19.0pp | 72.6%+14.3pp | 69.8%+17.0pp |
| Annual return | -12.12% | -9.64%-2.5pp | 701.18%-713.3pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,096 | $2,611-58.0% | $3,009-63.6% | $2,544-56.9% |
| Participant deferral / active EE | $646 | $3,458-81.3% | $4,395-85.3% | $4,237-84.8% |
| Admin fee / account holder | $1 | $416-99.7% | $5,329-100.0% | $593-99.8% |