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 AVE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,124 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,124 | $58,264+63.3% | $86,612+9.8% | $71,457+33.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 8.33% | 21.63%-13.3pp | 591.07%-582.7pp | 28.85%-20.5pp |
| Employer contribution / active EE | $3,243 | $2,574+26.0% | $3,022+7.3% | $2,588+25.3% |
| Participant deferral / active EE | $1,385 | $3,436-59.7% | $4,438-68.8% | $4,289-67.7% |
| Admin fee / account holder | $3,088 | $1,057+192.1% | $5,614-45.0% | $1,587+94.5% |