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 | Claims processing; Recordkeeping and ... | $2,440 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,442 | $65,061-90.1% | $143,757-95.5% | $66,914-90.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.33% | -11.14%-1.2pp | -0.04%-12.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $931 | $2,361-60.5% | $4,951-81.2% | $2,544-63.4% |
| Participant deferral / active EE | $2,203 | $2,919-24.5% | $5,637-60.9% | $4,237-48.0% |
| Admin fee / account holder | $8 | $502-98.3% | $14,673-99.9% | $593-98.6% |