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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $60,042 |
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 | $56,681 | $50,815+11.5% | $155,509-63.6% | $77,643-27.0% |
| Participation rate | 25.0% | 63.1%-38.1pp | 78.2%-53.2pp | 70.6%-45.5pp |
| Annual return | 18.10% | 34.80%-16.7pp | 64.67%-46.6pp | 31.24%-13.1pp |
| Employer contribution / active EE | $782 | $1,993-60.7% | $4,672-83.3% | $2,726-71.3% |
| Participant deferral / active EE | $1,528 | $2,822-45.8% | $5,626-72.8% | $4,647-67.1% |
| Admin fee / account holder | $274 | $437-37.2% | $15,912-98.3% | $430-36.3% |