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... | $1,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,248 | $51,197-64.4% | $82,719-77.9% | $66,914-72.7% |
| Participation rate | 57.4% | 67.8%-10.5pp | 72.6%-15.2pp | 69.8%-12.4pp |
| Annual return | -14.69% | -9.64%-5.1pp | 701.18%-715.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $667 | $2,611-74.4% | $3,009-77.8% | $2,544-73.8% |
| Participant deferral / active EE | $939 | $3,458-72.8% | $4,395-78.6% | $4,237-77.8% |
| Admin fee / account holder | $13 | $416-96.9% | $5,329-99.8% | $593-97.8% |