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; Account ... | $4,122 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,250 | $55,415-58.0% | $155,509-85.0% | $74,495-68.8% |
| Participation rate | 64.3% | 61.9%+2.4pp | 78.2%-13.9pp | 67.2%-2.9pp |
| Annual return | 15.92% | 268.50%-252.6pp | 64.67%-48.7pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,257 | $2,267-44.6% | $4,672-73.1% | $2,623-52.1% |
| Participant deferral / active EE | $1,317 | $2,836-53.6% | $5,626-76.6% | $4,346-69.7% |
| Admin fee / account holder | $15 | $1,738-99.2% | $15,912-99.9% | $1,942-99.2% |