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... | $3,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $46,503 | $47,126-1.3% | $149,673-68.9% | $74,419-37.5% |
| Participation rate | 65.0% | 63.4%+1.6pp | 78.8%-13.7pp | 70.7%-5.7pp |
| Annual return | 9.53% | 22.75%-13.2pp | 134.42%-124.9pp | 34.38%-24.8pp |
| Employer contribution / active EE | $956 | $1,905-49.8% | $4,818-80.2% | $2,637-63.8% |
| Participant deferral / active EE | $1,868 | $2,728-31.5% | $5,680-67.1% | $4,528-58.7% |
| Admin fee / account holder | $6 | $343-98.1% | $13,210-100.0% | $348-98.2% |