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; Claims p... | $1,960 |
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 | $22,998 | $52,660-56.3% | $86,612-73.4% | $80,160-71.3% |
| Participation rate | 65.4% | 62.4%+3.0pp | 71.7%-6.3pp | 72.9%-7.6pp |
| Annual return | 18.38% | 24.87%-6.5pp | 591.07%-572.7pp | 40.38%-22.0pp |
| Employer contribution / active EE | $1,143 | $2,140-46.6% | $3,022-62.2% | $2,978-61.6% |
| Participant deferral / active EE | $1,780 | $3,215-44.6% | $4,438-59.9% | $5,017-64.5% |
| Admin fee / account holder | $2 | $113-98.2% | $5,614-100.0% | $145-98.6% |