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 | Recordkeeping and information managem... | $9,704 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,770 | $45,000-78.3% | $143,757-93.2% | $77,904-87.5% |
| Participation rate | 69.5% | 66.8%+2.6pp | 80.3%-10.8pp | 73.7%-4.2pp |
| Annual return | -11.52% | 29.03%-40.5pp | -0.04%-11.5pp | 12.21%-23.7pp |
| Employer contribution / active EE | $438 | $1,870-76.6% | $4,951-91.2% | $2,848-84.6% |
| Participant deferral / active EE | $647 | $3,157-79.5% | $5,637-88.5% | $4,806-86.5% |
| Admin fee / account holder | $7 | $98-93.1% | $14,673-100.0% | $133-94.9% |