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... | $698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,634 | $61,272-28.8% | $149,673-70.8% | $71,457-38.9% |
| Participation rate | 51.4% | 62.5%-11.1pp | 78.8%-27.3pp | 67.9%-16.5pp |
| Annual return | 12.63% | 35.85%-23.2pp | 134.42%-121.8pp | 28.85%-16.2pp |
| Employer contribution / active EE | $1,456 | $2,378-38.8% | $4,818-69.8% | $2,588-43.7% |
| Participant deferral / active EE | $2,949 | $2,917+1.1% | $5,680-48.1% | $4,289-31.2% |
| Admin fee / account holder | $3 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |