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 9-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 | $0 |
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 | $60,265 | $48,698+23.8% | $93,606-35.6% | $199,593-69.8% |
| Participation rate | 38.5% | 63.5%-25.0pp | 68.7%-30.2pp | 72.0%-33.4pp |
| Annual return | 15.89% | 15.34%+0.5pp | 133.20%-117.3pp | 34.25%-18.4pp |
| Employer contribution / active EE | $729 | $1,135-35.8% | $2,420-69.9% | $3,034-76.0% |
| Participant deferral / active EE | $2,415 | $2,817-14.3% | $4,411-45.2% | $5,087-52.5% |
| Admin fee / account holder | $194 | $195-0.6% | $8,285-97.7% | $269-27.9% |