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 | Participant loan processing; Account ... | $4,111 |
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 | $8,184 | $60,323-86.4% | $81,812-90.0% | $74,495-89.0% |
| Participation rate | 87.5% | 62.9%+24.6pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 23.21% | 16.90%+6.3pp | 773.79%-750.6pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $1,144 | $2,620-56.4% | $2,912-60.7% | $2,623-56.4% |
| Participant deferral / active EE | $1,411 | $3,387-58.3% | $4,319-67.3% | $4,346-67.5% |
| Admin fee / account holder | $15 | $1,486-99.0% | $7,386-99.8% | $1,942-99.2% |