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... | $272 |
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 | $23,079 | $77,899-70.4% | $149,673-84.6% | $75,163-69.3% |
| Participation rate | 44.9% | 65.6%-20.7pp | 78.8%-33.9pp | 67.2%-22.3pp |
| Annual return | 12.95% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $930 | $3,137-70.3% | $4,818-80.7% | $2,670-65.2% |
| Participant deferral / active EE | $1,759 | $3,411-48.4% | $5,680-69.0% | $4,125-57.4% |
| Admin fee / account holder | $3 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |