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... | $821 |
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 | $20,974 | $52,953-60.4% | $172,739-87.9% | $65,185-67.8% |
| Participation rate | 48.7% | 66.2%-17.5pp | 82.6%-34.0pp | 70.2%-21.5pp |
| Annual return | 19.46% | 30.12%-10.7pp | 802.84%-783.4pp | 29.38%-9.9pp |
| Employer contribution / active EE | $497 | $2,190-77.3% | $5,143-90.3% | $2,177-77.2% |
| Participant deferral / active EE | $1,323 | $2,471-46.5% | $5,198-74.5% | $3,514-62.4% |
| Admin fee / account holder | $9 | $472-98.1% | $13,954-99.9% | $847-99.0% |