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 13 · EIN 42-0127290 | Contract Administrator | $1,210 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $16 |
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 | $95,843 | $65,557+46.2% | $64,056+49.6% | $71,457+34.1% |
| Participation rate | 58.1% | 73.2%-15.1pp | 72.3%-14.2pp | 67.9%-9.8pp |
| Annual return | 16.18% | 18.94%-2.8pp | 33.69%-17.5pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,665 | $2,669-37.6% | $2,747-39.4% | $2,588-35.6% |
| Participant deferral / active EE | $4,090 | $3,626+12.8% | $3,880+5.4% | $4,289-4.6% |
| Admin fee / account holder | $7 | $616-98.9% | $3,068-99.8% | $1,587-99.6% |