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; Claims p... | $2,043 |
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 | $48,248 | $49,915-3.3% | $154,803-68.8% | $74,304-35.1% |
| Participation rate | 69.3% | 54.0%+15.4pp | 78.1%-8.7pp | 60.3%+9.0pp |
| Annual return | 15.64% | 34.06%-18.4pp | 58.88%-43.2pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,298 | $1,611-19.4% | $4,305-69.8% | $2,241-42.1% |
| Participant deferral / active EE | $2,083 | $2,255-7.6% | $5,540-62.4% | $3,767-44.7% |
| Admin fee / account holder | $12 | $2,189-99.4% | $14,329-99.9% | $2,969-99.6% |