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; Recordke... | $575 |
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 | $34,760 | $58,264-40.3% | $86,612-59.9% | $71,457-51.4% |
| Participation rate | 45.5% | 65.0%-19.5pp | 71.7%-26.2pp | 67.9%-22.4pp |
| Annual return | 19.94% | 21.63%-1.7pp | 591.07%-571.1pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,004 | $2,574-61.0% | $3,022-66.8% | $2,588-61.2% |
| Participant deferral / active EE | $2,014 | $3,436-41.4% | $4,438-54.6% | $4,289-53.0% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,614-99.9% | $1,587-99.8% |