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... | $1,305 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,711 | $95,416-83.5% | $185,823-91.5% | $85,850-81.7% |
| Participation rate | 96.4% | 68.8%+27.6pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 15.45% | 23.59%-8.1pp | 122.05%-106.6pp | 318.53%-303.1pp |
| Employer contribution / active EE | $884 | $3,314-73.3% | $5,167-82.9% | $2,565-65.5% |
| Participant deferral / active EE | $970 | $3,423-71.7% | $5,568-82.6% | $3,952-75.4% |
| Admin fee / account holder | $1,347 | $7,213-81.3% | $16,237-91.7% | $6,260-78.5% |