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 | Account maintenance fees; Recordkeepi... | $1,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $31,957 | $55,415-42.3% | $155,509-79.4% | $74,495-57.1% |
| Participation rate | 69.9% | 61.9%+8.0pp | 78.2%-8.3pp | 67.2%+2.7pp |
| Annual return | 13.26% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,903 | $2,836-32.9% | $5,626-66.2% | $4,346-56.2% |
| Admin fee / account holder | $8 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |