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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. NY Service code 15 · EIN 13-3646501 | Recordkeeping | $3,577 |
Filed as: ALTIUM WEALTH MANAGEMENT Service code 26 · EIN 27-2941375 2500 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Participants) | $0 |
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 | $38,356 | $64,119-40.2% | $112,228-65.8% | $66,914-42.7% |
| Participation rate | 64.2% | 68.5%-4.2pp | 75.1%-10.8pp | 69.8%-5.6pp |
| Annual return | -16.74% | -13.81%-2.9pp | 27.45%-44.2pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,798 | $3,005-40.2% | $3,635-50.5% | $2,544-29.3% |
| Participant deferral / active EE | $2,952 | $3,693-20.1% | $4,728-37.6% | $4,237-30.3% |
| Admin fee / account holder | $213 | $625-66.0% | $6,410-96.7% | $593-64.1% |