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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $53,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,993 | $62,624-66.5% | $177,989-88.2% | $77,643-73.0% |
| Participation rate | 68.7% | 66.8%+1.9pp | 77.1%-8.4pp | 70.6%-1.9pp |
| Annual return | 15.74% | 16.16%-0.4pp | 294.48%-278.7pp | 31.24%-15.5pp |
| Employer contribution / active EE | $845 | $1,909-55.8% | $3,949-78.6% | $2,726-69.0% |
| Participant deferral / active EE | $2,032 | $4,219-51.8% | $6,276-67.6% | $4,647-56.3% |
| Admin fee / account holder | $137 | $386-64.6% | $10,363-98.7% | $430-68.3% |