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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $8,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $42,896 | $46,292-7.3% | $143,757-70.2% | $64,808-33.8% |
| Participation rate | 41.7% | 64.2%-22.5pp | 80.3%-38.6pp | 71.5%-29.7pp |
| Annual return | -10.15% | -10.05%-0.1pp | -0.04%-10.1pp | 32.82%-43.0pp |
| Employer contribution / active EE | $605 | $1,910-68.3% | $4,951-87.8% | $2,506-75.9% |
| Participant deferral / active EE | $671 | $2,646-74.6% | $5,637-88.1% | $4,310-84.4% |
| Admin fee / account holder | $73 | $154-52.3% | $14,673-99.5% | $188-61.0% |