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... | $656 |
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 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 | $14,411 | $91,190-84.2% | $178,490-91.9% | $79,858-82.0% |
| Participation rate | 55.7% | 69.2%-13.5pp | 81.9%-26.2pp | 69.6%-14.0pp |
| Annual return | 1.57% | 24.19%-22.6pp | 151.07%-149.5pp | 31.71%-30.1pp |
| Employer contribution / active EE | $513 | $3,256-84.2% | $5,011-89.8% | $2,471-79.2% |
| Participant deferral / active EE | $1,468 | $3,236-54.6% | $5,202-71.8% | $3,740-60.7% |
| Admin fee / account holder | $7 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |