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 ... | $6,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,220 | $50,815-44.5% | $155,509-81.9% | $77,643-63.7% |
| Participation rate | 37.1% | 63.1%-26.0pp | 78.2%-41.1pp | 70.6%-33.5pp |
| Annual return | 13.89% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $372 | $1,993-81.3% | $4,672-92.0% | $2,726-86.4% |
| Participant deferral / active EE | $597 | $2,822-78.8% | $5,626-89.4% | $4,647-87.1% |
| Admin fee / account holder | $15 | $437-96.6% | $15,912-99.9% | $430-96.6% |