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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $32,664 | $52,670-38.0% | $90,404-63.9% | $73,409-55.5% |
| Participation rate | 55.0% | 67.7%-12.7pp | 72.7%-17.7pp | 72.2%-17.2pp |
| Annual return | 2.79% | 20.70%-17.9pp | 1293.02%-1290.2pp | 59.29%-56.5pp |
| Employer contribution / active EE | $871 | $1,872-53.5% | $3,262-73.3% | $2,234-61.0% |
| Participant deferral / active EE | $1,372 | $2,807-51.1% | $3,963-65.4% | $3,805-64.0% |
| Admin fee / account holder | $11 | $117-90.4% | $5,611-99.8% | $158-92.9% |