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... | $3,155 |
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 | $54,224 | $46,292+17.1% | $143,757-62.3% | $64,808-16.3% |
| Participation rate | 63.5% | 64.2%-0.7pp | 80.3%-16.8pp | 71.5%-8.0pp |
| Annual return | -16.83% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,231 | $1,910-35.6% | $4,951-75.1% | $2,506-50.9% |
| Participant deferral / active EE | $3,257 | $2,646+23.1% | $5,637-42.2% | $4,310-24.4% |
| Admin fee / account holder | $8 | $154-94.6% | $14,673-99.9% | $188-95.6% |