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... | $586 |
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 | $72,824 | $49,915+45.9% | $154,803-53.0% | $74,304-2.0% |
| Participation rate | 35.1% | 54.0%-18.9pp | 78.1%-43.0pp | 60.3%-25.3pp |
| Annual return | 15.06% | 34.06%-19.0pp | 58.88%-43.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $940 | $1,611-41.7% | $4,305-78.2% | $2,241-58.1% |
| Participant deferral / active EE | $1,762 | $2,255-21.9% | $5,540-68.2% | $3,767-53.2% |
| Admin fee / account holder | $6 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |