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... | $0 |
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 | $27,439 | $46,292-40.7% | $143,757-80.9% | $64,808-57.7% |
| Participation rate | 60.1% | 64.2%-4.1pp | 80.3%-20.2pp | 71.5%-11.3pp |
| Annual return | -13.17% | -10.05%-3.1pp | -0.04%-13.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $2,498 | $1,910+30.8% | $4,951-49.5% | $2,506-0.3% |
| Participant deferral / active EE | $1,608 | $2,646-39.2% | $5,637-71.5% | $4,310-62.7% |
| Admin fee / account holder | $6 | $154-96.1% | $14,673-100.0% | $188-96.8% |