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 4-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 | $13,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,682 | $65,557-76.1% | $64,056-75.5% | $71,457-78.1% |
| Participation rate | 65.5% | 73.2%-7.7pp | 72.3%-6.8pp | 67.9%-2.4pp |
| Annual return | 14.61% | 18.94%-4.3pp | 33.69%-19.1pp | 28.85%-14.2pp |
| Employer contribution / active EE | $2,103 | $2,669-21.2% | $2,747-23.4% | $2,588-18.7% |
| Participant deferral / active EE | $1,283 | $3,626-64.6% | $3,880-66.9% | $4,289-70.1% |
| Admin fee / account holder | $117 | $616-80.9% | $3,068-96.2% | $1,587-92.6% |