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; Account ... | $8,420 |
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 | $53,143 | $50,815+4.6% | $155,509-65.8% | $77,643-31.6% |
| Participation rate | 65.7% | 63.1%+2.6pp | 78.2%-12.5pp | 70.6%-4.9pp |
| Annual return | 12.12% | 34.80%-22.7pp | 64.67%-52.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,091 | $1,993-45.3% | $4,672-76.7% | $2,726-60.0% |
| Participant deferral / active EE | $2,023 | $2,822-28.3% | $5,626-64.0% | $4,647-56.5% |
| Admin fee / account holder | $15 | $437-96.6% | $15,912-99.9% | $430-96.6% |