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 15 · EIN 35-0145825 | Recordkeeping | $15,359 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,018 | $61,272-47.7% | $149,673-78.6% | $71,457-55.2% |
| Participation rate | 47.7% | 62.5%-14.8pp | 78.8%-31.1pp | 67.9%-20.3pp |
| Annual return | 18.42% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,299 | $2,917-21.2% | $5,680-59.5% | $4,289-46.4% |
| Admin fee / account holder | $3 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |