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... | $1,460 |
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 | $28,171 | $65,061-56.7% | $143,757-80.4% | $66,914-57.9% |
| Participation rate | 51.0% | 65.2%-14.2pp | 80.3%-29.3pp | 69.8%-18.8pp |
| Annual return | -14.94% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,215 | $2,361-48.5% | $4,951-75.5% | $2,544-52.2% |
| Participant deferral / active EE | $1,113 | $2,919-61.9% | $5,637-80.3% | $4,237-73.7% |
| Admin fee / account holder | $9 | $502-98.2% | $14,673-99.9% | $593-98.5% |