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... | $224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,497 | $51,197-20.9% | $82,719-51.0% | $66,914-39.5% |
| Participation rate | 37.4% | 67.8%-30.4pp | 72.6%-35.1pp | 69.8%-32.4pp |
| Annual return | -11.26% | -9.64%-1.6pp | 701.18%-712.4pp | 1.58%-12.8pp |
| Employer contribution / active EE | $409 | $2,611-84.3% | $3,009-86.4% | $2,544-83.9% |
| Participant deferral / active EE | $3,049 | $3,458-11.8% | $4,395-30.6% | $4,237-28.0% |
| Admin fee / account holder | $2 | $416-99.4% | $5,329-100.0% | $593-99.6% |