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... | $1,809 |
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 | $29,202 | $51,620-43.4% | $90,281-67.7% | $65,185-55.2% |
| Participation rate | 55.9% | 68.6%-12.7pp | 73.3%-17.3pp | 70.2%-14.3pp |
| Annual return | 19.17% | 24.94%-5.8pp | 78.10%-58.9pp | 29.38%-10.2pp |
| Employer contribution / active EE | $592 | $2,235-73.5% | $2,854-79.3% | $2,177-72.8% |
| Participant deferral / active EE | $1,401 | $2,871-51.2% | $3,885-64.0% | $3,514-60.1% |
| Admin fee / account holder | $12 | $384-96.8% | $5,351-99.8% | $847-98.5% |