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 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,314 | $46,292-41.0% | $143,757-81.0% | $64,808-57.9% |
| Participation rate | 24.7% | 64.2%-39.5pp | 80.3%-55.6pp | 71.5%-46.8pp |
| Annual return | -15.52% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $398 | $1,910-79.1% | $4,951-92.0% | $2,506-84.1% |
| Participant deferral / active EE | $773 | $2,646-70.8% | $5,637-86.3% | $4,310-82.1% |
| Admin fee / account holder | $5 | $154-96.7% | $14,673-100.0% | $188-97.3% |