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 9-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... | $2,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,956 | $55,331-58.5% | $81,812-71.9% | $199,593-88.5% |
| Participation rate | 62.0% | 62.5%-0.5pp | 72.3%-10.3pp | 72.0%-10.0pp |
| Annual return | 13.72% | 19.59%-5.9pp | 773.79%-760.1pp | 34.25%-20.5pp |
| Employer contribution / active EE | $166 | $2,101-92.1% | $2,912-94.3% | $3,034-94.5% |
| Participant deferral / active EE | $1,105 | $3,283-66.3% | $4,319-74.4% | $5,087-78.3% |
| Admin fee / account holder | $7 | $346-98.1% | $7,386-99.9% | $269-97.6% |