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... | $857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,181 | $47,126-44.4% | $149,673-82.5% | $74,419-64.8% |
| Participation rate | 45.4% | 63.4%-18.0pp | 78.8%-33.4pp | 70.7%-25.4pp |
| Annual return | 15.14% | 22.75%-7.6pp | 134.42%-119.3pp | 34.38%-19.2pp |
| Employer contribution / active EE | $443 | $1,905-76.7% | $4,818-90.8% | $2,637-83.2% |
| Participant deferral / active EE | $1,934 | $2,728-29.1% | $5,680-66.0% | $4,528-57.3% |
| Admin fee / account holder | $3 | $343-99.2% | $13,210-100.0% | $348-99.2% |