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; Participant... | $751 |
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 | $36,722 | $51,197-28.3% | $82,719-55.6% | $66,914-45.1% |
| Participation rate | 47.1% | 67.8%-20.7pp | 72.6%-25.5pp | 69.8%-22.7pp |
| Annual return | -13.93% | -9.64%-4.3pp | 701.18%-715.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $799 | $2,611-69.4% | $3,009-73.5% | $2,544-68.6% |
| Participant deferral / active EE | $1,134 | $3,458-67.2% | $4,395-74.2% | $4,237-73.2% |
| Admin fee / account holder | $5 | $416-98.9% | $5,329-99.9% | $593-99.2% |