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 | $24,680 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,291 | $50,815-38.4% | $155,509-79.9% | $77,643-59.7% |
| Participation rate | 43.6% | 63.1%-19.5pp | 78.2%-34.5pp | 70.6%-26.9pp |
| Annual return | 9.36% | 34.80%-25.4pp | 64.67%-55.3pp | 31.24%-21.9pp |
| Employer contribution / active EE | $616 | $1,993-69.1% | $4,672-86.8% | $2,726-77.4% |
| Participant deferral / active EE | $936 | $2,822-66.8% | $5,626-83.4% | $4,647-79.9% |
| Admin fee / account holder | $218 | $437-50.1% | $15,912-98.6% | $430-49.4% |