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 | Recordkeeping and information managem... | $1,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,321 | $51,197-1.7% | $82,719-39.2% | $66,914-24.8% |
| Participation rate | 54.0% | 67.8%-13.8pp | 72.6%-18.5pp | 69.8%-15.8pp |
| Annual return | -12.46% | -9.64%-2.8pp | 701.18%-713.6pp | 1.58%-14.0pp |
| Employer contribution / active EE | $204 | $2,611-92.2% | $3,009-93.2% | $2,544-92.0% |
| Participant deferral / active EE | $1,896 | $3,458-45.2% | $4,395-56.9% | $4,237-55.3% |
| Admin fee / account holder | $7 | $416-98.2% | $5,329-99.9% | $593-98.8% |