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 9-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 ... | $8,568 |
Employer 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 | $5,230 | $30,086-82.6% | $61,373-91.5% | $64,808-91.9% |
| Participation rate | 70.4% | 36.4%+34.1pp | 52.6%+17.9pp | 71.5%-1.0pp |
| Annual return | -15.82% | -13.99%-1.8pp | 338.61%-354.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $97 | $536-81.9% | $1,159-91.6% | $2,506-96.1% |
| Participant deferral / active EE | $382 | $1,126-66.1% | $2,125-82.0% | $4,310-91.1% |
| Admin fee / account holder | $8 | $148-94.7% | $2,130-99.6% | $188-95.9% |