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; Claims p... | $554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $42,653 | $58,264-26.8% | $86,612-50.8% | $71,457-40.3% |
| Participation rate | 44.4% | 65.0%-20.5pp | 71.7%-27.3pp | 67.9%-23.5pp |
| Annual return | 15.22% | 21.63%-6.4pp | 591.07%-575.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $699 | $2,574-72.9% | $3,022-76.9% | $2,588-73.0% |
| Participant deferral / active EE | $927 | $3,436-73.0% | $4,438-79.1% | $4,289-78.4% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,614-99.9% | $1,587-99.8% |