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... | $856 |
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 | $47,404 | $55,415-14.5% | $155,509-69.5% | $74,495-36.4% |
| Participation rate | 59.2% | 61.9%-2.7pp | 78.2%-19.0pp | 67.2%-8.0pp |
| Annual return | 15.03% | 268.50%-253.5pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,325 | $2,267-41.6% | $4,672-71.6% | $2,623-49.5% |
| Participant deferral / active EE | $2,193 | $2,836-22.7% | $5,626-61.0% | $4,346-49.5% |
| Admin fee / account holder | $5 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |