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... | $812 |
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 | $31,039 | $61,272-49.3% | $149,673-79.3% | $71,457-56.6% |
| Participation rate | 46.6% | 62.5%-15.9pp | 78.8%-32.2pp | 67.9%-21.4pp |
| Annual return | 16.68% | 35.85%-19.2pp | 134.42%-117.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $706 | $2,378-70.3% | $4,818-85.3% | $2,588-72.7% |
| Participant deferral / active EE | $1,629 | $2,917-44.2% | $5,680-71.3% | $4,289-62.0% |
| Admin fee / account holder | $6 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |