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... | $1,091 |
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 | $53,805 | $61,272-12.2% | $149,673-64.1% | $71,457-24.7% |
| Participation rate | 49.1% | 62.5%-13.4pp | 78.8%-29.7pp | 67.9%-18.8pp |
| Annual return | 16.49% | 35.85%-19.4pp | 134.42%-117.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $694 | $2,378-70.8% | $4,818-85.6% | $2,588-73.2% |
| Participant deferral / active EE | $1,479 | $2,917-49.3% | $5,680-74.0% | $4,289-65.5% |
| Admin fee / account holder | $7 | $1,261-99.4% | $13,210-99.9% | $1,587-99.6% |