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... | $1,937 |
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 | $23,039 | $60,323-61.8% | $81,812-71.8% | $74,495-69.1% |
| Participation rate | 62.2% | 62.9%-0.7pp | 72.3%-10.2pp | 67.2%-5.0pp |
| Annual return | 22.63% | 16.90%+5.7pp | 773.79%-751.2pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $812 | $2,620-69.0% | $2,912-72.1% | $2,623-69.1% |
| Participant deferral / active EE | $1,099 | $3,387-67.6% | $4,319-74.6% | $4,346-74.7% |
| Admin fee / account holder | $15 | $1,486-99.0% | $7,386-99.8% | $1,942-99.2% |