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 | Participant loan processing; Account ... | $833 |
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 | $29,503 | $65,061-54.7% | $143,757-79.5% | $66,914-55.9% |
| Participation rate | 64.4% | 65.2%-0.8pp | 80.3%-15.9pp | 69.8%-5.4pp |
| Annual return | -13.26% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,219 | $2,361-48.4% | $4,951-75.4% | $2,544-52.1% |
| Participant deferral / active EE | $2,086 | $2,919-28.5% | $5,637-63.0% | $4,237-50.8% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |