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 | Recordkeeping and information managem... | $408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,835 | $52,670+38.3% | $90,404-19.4% | $73,409-0.8% |
| Participation rate | 27.2% | 67.7%-40.5pp | 72.7%-45.5pp | 72.2%-45.0pp |
| Annual return | 16.87% | 20.70%-3.8pp | 1293.02%-1276.1pp | 59.29%-42.4pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,540 | $2,807-45.1% | $3,963-61.1% | $3,805-59.5% |
| Admin fee / account holder | $4 | $117-96.2% | $5,611-99.9% | $158-97.2% |