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; Account ... | $1,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $24,542 | $55,415-55.7% | $155,509-84.2% | $74,495-67.1% |
| Participation rate | 64.3% | 61.9%+2.4pp | 78.2%-13.9pp | 67.2%-2.9pp |
| Annual return | 10.36% | 268.50%-258.1pp | 64.67%-54.3pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $497 | $2,267-78.1% | $4,672-89.4% | $2,623-81.0% |
| Participant deferral / active EE | $827 | $2,836-70.8% | $5,626-85.3% | $4,346-81.0% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |