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... | $1,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,063 | $41,078-43.9% | $80,569-71.4% | $71,457-67.7% |
| Participation rate | 63.8% | 50.2%+13.5pp | 67.0%-3.2pp | 67.9%-4.2pp |
| Annual return | 13.49% | 38.45%-25.0pp | 935.43%-921.9pp | 28.85%-15.4pp |
| Employer contribution / active EE | $429 | $1,506-71.5% | $2,723-84.2% | $2,588-83.4% |
| Participant deferral / active EE | $1,068 | $2,699-60.4% | $4,447-76.0% | $4,289-75.1% |
| Admin fee / account holder | $7 | $1,840-99.6% | $5,377-99.9% | $1,587-99.6% |