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... | $350 |
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 | $21,230 | $58,264-63.6% | $86,612-75.5% | $71,457-70.3% |
| Participation rate | 67.0% | 65.0%+2.0pp | 71.7%-4.7pp | 67.9%-1.0pp |
| Annual return | 14.91% | 21.63%-6.7pp | 591.07%-576.2pp | 28.85%-13.9pp |
| Employer contribution / active EE | $844 | $2,574-67.2% | $3,022-72.1% | $2,588-67.4% |
| Participant deferral / active EE | $1,061 | $3,436-69.1% | $4,438-76.1% | $4,289-75.3% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,614-99.9% | $1,587-99.8% |