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; Recordke... | $49 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,885 | $65,061-27.9% | $143,757-67.4% | $66,914-29.9% |
| Participation rate | 21.2% | 65.2%-44.0pp | 80.3%-59.2pp | 69.8%-48.6pp |
| Annual return | -5.35% | -11.14%+5.8pp | -0.04%-5.3pp | 1.58%-6.9pp |
| Employer contribution / active EE | $1,110 | $2,361-53.0% | $4,951-77.6% | $2,544-56.4% |
| Participant deferral / active EE | $351 | $2,919-88.0% | $5,637-93.8% | $4,237-91.7% |
| Admin fee / account holder | $10 | $502-97.9% | $14,673-99.9% | $593-98.2% |