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... | $4,005 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,726 | $58,290-73.0% | $98,442-84.0% | $86,799-81.9% |
| Participation rate | 84.2% | 68.3%+15.9pp | 73.3%+10.9pp | 72.3%+11.9pp |
| Annual return | 51.57% | 43.48%+8.1pp | 1492.73%-1441.2pp | 97.91%-46.3pp |
| Employer contribution / active EE | $716 | $2,008-64.3% | $2,960-75.8% | $2,405-70.2% |
| Participant deferral / active EE | $696 | $3,152-77.9% | $4,276-83.7% | $4,131-83.1% |
| Admin fee / account holder | $5 | $138-96.1% | $5,949-99.9% | $170-96.8% |