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 |
|---|---|---|
CAPITAL ESTATE ADVISORS1 year Service code 26 · EIN 13-3735696 116 CENTRAL PARK SOUTH · NEW YORK, NY 10019 | Advisory (Participants) | $18,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,549 | $77,660+30.8% | $109,143-7.0% | $79,386+27.9% |
| Participation rate | 45.7% | 67.8%-22.1pp | 75.9%-30.2pp | 70.7%-25.0pp |
| Annual return | 14.78% | 23.44%-8.7pp | 25.75%-11.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,108 | $2,797-60.4% | $3,722-70.2% | $2,427-54.3% |
| Participant deferral / active EE | $4,693 | $3,518+33.4% | $4,653+0.9% | $4,046+16.0% |
| Admin fee / account holder | $382 | $732-47.8% | $6,752-94.3% | $626-39.0% |