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; Account maintenanc... | $1,152 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,070 | $65,435-64.7% | $86,677-73.4% | $66,914-65.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 76.6%-26.6pp | 69.8%-19.8pp |
| Annual return | -15.96% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $985 | $2,153-54.2% | $2,836-65.3% | $2,544-61.3% |
| Participant deferral / active EE | $1,721 | $4,100-58.0% | $4,656-63.0% | $4,237-59.4% |
| Admin fee / account holder | $7 | $642-98.9% | $7,493-99.9% | $593-98.8% |