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 8-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; Account ... | $740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,786 | $55,415-62.5% | $155,509-86.6% | $74,495-72.1% |
| Participation rate | 26.6% | 61.9%-35.3pp | 78.2%-51.6pp | 67.2%-40.6pp |
| Annual return | 14.90% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $968 | $2,836-65.9% | $5,626-82.8% | $4,346-77.7% |
| Admin fee / account holder | $6 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |