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; Recordke... | $710 |
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 | $51,834 | $55,472-6.6% | $155,567-66.7% | $74,546-30.5% |
| Participation rate | 40.9% | 61.9%-21.0pp | 78.2%-37.3pp | 67.2%-26.3pp |
| Annual return | 12.25% | 268.72%-256.5pp | 64.74%-52.5pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $760 | $2,269-66.5% | $4,674-83.7% | $2,624-71.0% |
| Participant deferral / active EE | $1,419 | $2,838-50.0% | $5,628-74.8% | $4,347-67.4% |
| Admin fee / account holder | $5 | $1,743-99.7% | $15,916-100.0% | $1,944-99.8% |