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 2500 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Direct payment from the plan; Other s... | $7,761 |
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 | $88,208 | $42,810+106.0% | $169,463-47.9% | $55,725+58.3% |
| Participation rate | 39.9% | 64.7%-24.8pp | 77.8%-37.8pp | 70.9%-30.9pp |
| Annual return | -5.52% | -3.61%-1.9pp | 1.83%-7.4pp | 244.93%-250.5pp |
| Employer contribution / active EE | $692 | $1,402-50.7% | $4,159-83.4% | $2,078-66.7% |
| Participant deferral / active EE | $2,515 | $3,141-19.9% | $5,277-52.3% | $3,356-25.0% |
| Admin fee / account holder | $88 | $106-17.0% | $9,109-99.0% | $115-23.3% |