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 | Recordkeeping and information managem... | $1,806 |
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 | $27,088 | $65,908-58.9% | $81,812-66.9% | $77,643-65.1% |
| Participation rate | 48.0% | 65.8%-17.8pp | 72.3%-24.3pp | 70.6%-22.6pp |
| Annual return | 13.53% | 26.64%-13.1pp | 773.79%-760.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $560 | $2,370-76.4% | $2,912-80.8% | $2,726-79.4% |
| Participant deferral / active EE | $1,389 | $3,505-60.4% | $4,319-67.8% | $4,647-70.1% |
| Admin fee / account holder | $9 | $526-98.3% | $7,386-99.9% | $430-97.9% |