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 | $48,669+23.8% | $93,654-35.7% | $199,768-69.8% |
| Participation rate | 38.5% | 63.7%-25.1pp | 68.7%-30.2pp | 72.0%-33.5pp |
| Annual return | 15.89% | 15.38%+0.5pp | 133.34%-117.5pp | 34.26%-18.4pp |
| Employer contribution / active EE | $729 | $1,137-35.9% | $2,421-69.9% | $3,037-76.0% |
| Participant deferral / active EE | $2,415 | $2,823-14.4% | $4,413-45.3% | $5,090-52.5% |
| Admin fee / account holder | $194 | $195-0.6% | $8,282-97.7% | $269-27.9% |