Filed December 16, 2019
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 | Account maintenance fees; Participant... | $2,268 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,749 | $55,472-62.6% | $155,567-86.7% | $74,546-72.2% |
| Participation rate | 68.7% | 61.9%+6.7pp | 78.2%-9.5pp | 67.2%+1.4pp |
| Annual return | 8.16% | 268.72%-260.6pp | 64.74%-56.6pp | 1366.03%-1357.9pp |
| Employer contribution / active EE | $885 | $2,269-61.0% | $4,674-81.1% | $2,624-66.3% |
| Participant deferral / active EE | $1,661 | $2,838-41.5% | $5,628-70.5% | $4,347-61.8% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,916-99.9% | $1,944-99.5% |