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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $20,190 |
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 | $32,442 | $71,883-54.9% | $86,677-62.6% | $68,494-52.6% |
| Participation rate | 50.6% | 72.2%-21.6pp | 76.6%-25.9pp | 67.9%-17.2pp |
| Annual return | -15.48% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $673 | $2,173-69.0% | $2,836-76.3% | $2,596-74.1% |
| Participant deferral / active EE | $1,964 | $3,779-48.0% | $4,656-57.8% | $4,027-51.2% |
| Admin fee / account holder | $283 | $6,112-95.4% | $7,493-96.2% | $5,403-94.8% |