Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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... | $3,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,137 | $59,054-37.1% | $97,167-61.8% | $77,671-52.2% |
| Participation rate | 62.4% | 67.9%-5.5pp | 72.7%-10.3pp | 70.6%-8.2pp |
| Annual return | 31.58% | 16.96%+14.6pp | 75.27%-43.7pp | 31.21%+0.4pp |
| Employer contribution / active EE | $1,546 | $1,742-11.3% | $2,729-43.4% | $2,726-43.3% |
| Participant deferral / active EE | $2,139 | $3,930-45.6% | $4,264-49.8% | $4,648-54.0% |
| Admin fee / account holder | $10 | $346-97.1% | $5,650-99.8% | $430-97.7% |