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... | $640 |
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 | $95,789 | $58,264+64.4% | $86,612+10.6% | $71,457+34.1% |
| Participation rate | 52.8% | 65.0%-12.1pp | 71.7%-18.9pp | 67.9%-15.1pp |
| Annual return | 14.17% | 21.63%-7.5pp | 591.07%-576.9pp | 28.85%-14.7pp |
| Employer contribution / active EE | $3,290 | $2,574+27.8% | $3,022+8.8% | $2,588+27.1% |
| Participant deferral / active EE | $2,305 | $3,436-32.9% | $4,438-48.1% | $4,289-46.3% |
| Admin fee / account holder | $6 | $1,057-99.4% | $5,614-99.9% | $1,587-99.6% |