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; Recordke... | $3,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,639 | $56,485-13.9% | $185,823-73.8% | $86,799-44.0% |
| Participation rate | 65.4% | 65.5%-0.1pp | 81.7%-16.3pp | 72.3%-6.9pp |
| Annual return | 25.48% | 118.04%-92.6pp | 122.05%-96.6pp | 97.91%-72.4pp |
| Employer contribution / active EE | $898 | $1,843-51.2% | $5,167-82.6% | $2,405-62.6% |
| Participant deferral / active EE | $2,178 | $2,553-14.7% | $5,568-60.9% | $4,131-47.3% |
| Admin fee / account holder | $12 | $150-92.0% | $16,237-99.9% | $170-92.9% |