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... | $2,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,059 | $50,815+37.9% | $155,509-54.9% | $77,643-9.8% |
| Participation rate | 65.2% | 63.1%+2.1pp | 78.2%-13.0pp | 70.6%-5.4pp |
| Annual return | 14.94% | 34.80%-19.9pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,858 | $1,993-6.8% | $4,672-60.2% | $2,726-31.8% |
| Participant deferral / active EE | $3,935 | $2,822+39.4% | $5,626-30.1% | $4,647-15.3% |
| Admin fee / account holder | $9 | $437-98.0% | $15,912-99.9% | $430-98.0% |