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... | $633 |
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 | $55,371 | $50,982+8.6% | $154,803-64.2% | $85,563-35.3% |
| Participation rate | 65.1% | 59.8%+5.4pp | 78.1%-12.9pp | 66.0%-0.8pp |
| Annual return | 14.09% | 30.35%-16.3pp | 58.88%-44.8pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,679 | $1,708-1.7% | $4,305-61.0% | $2,654-36.7% |
| Participant deferral / active EE | $2,108 | $2,474-14.8% | $5,540-62.0% | $4,375-51.8% |
| Admin fee / account holder | $8 | $846-99.0% | $14,329-99.9% | $834-99.0% |