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 9-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 | Claims processing; Recordkeeping and ... | $2,130 |
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 | $9,865 | $61,156-83.9% | $185,823-94.7% | $79,386-87.6% |
| Participation rate | 93.4% | 66.6%+26.8pp | 81.7%+11.7pp | 70.7%+22.7pp |
| Annual return | 36.74% | 19.45%+17.3pp | 122.05%-85.3pp | 116.85%-80.1pp |
| Employer contribution / active EE | $1,482 | $2,321-36.1% | $5,167-71.3% | $2,427-38.9% |
| Participant deferral / active EE | $1,503 | $2,789-46.1% | $5,568-73.0% | $4,046-62.8% |
| Admin fee / account holder | $7 | $710-99.0% | $16,237-100.0% | $626-98.9% |