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... | $742 |
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 | $45,760 | $65,061-29.7% | $143,757-68.2% | $66,914-31.6% |
| Participation rate | 57.2% | 65.2%-7.9pp | 80.3%-23.1pp | 69.8%-12.6pp |
| Annual return | -16.07% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $765 | $2,361-67.6% | $4,951-84.6% | $2,544-69.9% |
| Participant deferral / active EE | $1,594 | $2,919-45.4% | $5,637-71.7% | $4,237-62.4% |
| Admin fee / account holder | $14 | $502-97.2% | $14,673-99.9% | $593-97.6% |