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... | $0 |
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 | $43,364 | $46,292-6.3% | $143,757-69.8% | $64,808-33.1% |
| Participation rate | 34.8% | 64.2%-29.4pp | 80.3%-45.5pp | 71.5%-36.6pp |
| Annual return | -7.23% | -10.05%+2.8pp | -0.04%-7.2pp | 32.82%-40.0pp |
| Employer contribution / active EE | $397 | $1,910-79.2% | $4,951-92.0% | $2,506-84.2% |
| Participant deferral / active EE | $1,050 | $2,646-60.3% | $5,637-81.4% | $4,310-75.6% |
| Admin fee / account holder | $10 | $154-93.7% | $14,673-99.9% | $188-94.9% |