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; Claims p... | $1,183 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,120 | $61,272+68.3% | $149,673-31.1% | $71,457+44.3% |
| Participation rate | 51.5% | 62.5%-11.0pp | 78.8%-27.2pp | 67.9%-16.4pp |
| Annual return | 18.63% | 35.85%-17.2pp | 134.42%-115.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,689 | $2,378-29.0% | $4,818-64.9% | $2,588-34.7% |
| Participant deferral / active EE | $2,407 | $2,917-17.5% | $5,680-57.6% | $4,289-43.9% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-99.9% | $1,587-99.6% |