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... | $2,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,850 | $62,928-87.5% | $172,739-95.5% | $67,579-88.4% |
| Participation rate | 64.6% | 64.5%+0.1pp | 82.6%-18.1pp | 71.3%-6.7pp |
| Annual return | 19.60% | 30.36%-10.8pp | 802.84%-783.2pp | 378.56%-359.0pp |
| Employer contribution / active EE | $366 | $1,636-77.7% | $5,143-92.9% | $2,148-83.0% |
| Participant deferral / active EE | $706 | $2,145-67.1% | $5,198-86.4% | $3,539-80.1% |
| Admin fee / account holder | $8 | $167-95.0% | $13,954-99.9% | $142-94.2% |