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 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $6,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,433 | $80,177-62.0% | $123,892-75.4% | $57,658-47.2% |
| Participation rate | 67.0% | 74.4%-7.5pp | 81.4%-14.4pp | 70.2%-3.2pp |
| Annual return | 18.65% | 17.90%+0.7pp | 47.52%-28.9pp | 5.13%+13.5pp |
| Employer contribution / active EE | $1,455 | $2,913-50.1% | $4,617-68.5% | $1,974-26.3% |
| Participant deferral / active EE | $3,174 | $5,130-38.1% | $5,984-47.0% | $3,061+3.7% |
| Admin fee / account holder | -$7 | $106-106.5% | $8,357-100.1% | $95-107.3% |