Filed March 15, 2018
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 | Account maintenance fees; Participant... | $16,835 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,085 | $50,815-27.0% | $155,509-76.2% | $77,643-52.2% |
| Participation rate | 68.9% | 63.1%+5.8pp | 78.2%-9.3pp | 70.6%-1.7pp |
| Annual return | 10.74% | 34.80%-24.1pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,389 | $1,993-30.3% | $4,672-70.3% | $2,726-49.1% |
| Participant deferral / active EE | $1,769 | $2,822-37.3% | $5,626-68.6% | $4,647-61.9% |
| Admin fee / account holder | $12 | $437-97.2% | $15,912-99.9% | $430-97.2% |