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... | $937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,724 | $58,879-22.3% | $178,490-74.4% | $73,488-37.8% |
| Participation rate | 49.2% | 66.2%-17.0pp | 81.9%-32.7pp | 70.7%-21.5pp |
| Annual return | 15.25% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $723 | $2,236-67.7% | $5,011-85.6% | $2,270-68.2% |
| Participant deferral / active EE | $2,270 | $2,567-11.6% | $5,202-56.4% | $3,740-39.3% |
| Admin fee / account holder | $1,533 | $400+282.8% | $13,984-89.0% | $513+198.7% |