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 | Account maintenance fees; Recordkeepi... | $3,167 |
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 | $72,657 | $65,908+10.2% | $81,812-11.2% | $77,643-6.4% |
| Participation rate | 47.8% | 65.8%-18.0pp | 72.3%-24.6pp | 70.6%-22.8pp |
| Annual return | 15.99% | 26.64%-10.7pp | 773.79%-757.8pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,392 | $2,370-41.3% | $2,912-52.2% | $2,726-48.9% |
| Participant deferral / active EE | $1,262 | $3,505-64.0% | $4,319-70.8% | $4,647-72.8% |
| Admin fee / account holder | $10 | $526-98.0% | $7,386-99.9% | $430-97.6% |