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 10-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; Recordke... | $7,142 |
Annual investment return 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 | $34,104 | $95,880-64.4% | $107,525-68.3% | $85,563-60.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 10.60% | 68.06%-57.5pp | 181.32%-170.7pp | 31.51%-20.9pp |
| Employer contribution / active EE | $3,086 | $3,812-19.1% | $3,754-17.8% | $2,654+16.3% |
| Participant deferral / active EE | $1,915 | $4,201-54.4% | $5,116-62.6% | $4,375-56.2% |
| Admin fee / account holder | $7 | $1,025-99.4% | $8,919-99.9% | $834-99.2% |