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; Claims p... | $1,035 |
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 | $23,884 | $58,264-59.0% | $86,612-72.4% | $71,457-66.6% |
| Participation rate | 62.7% | 65.0%-2.3pp | 71.7%-9.0pp | 67.9%-5.2pp |
| Annual return | 29.97% | 21.63%+8.3pp | 591.07%-561.1pp | 28.85%+1.1pp |
| Employer contribution / active EE | $575 | $2,574-77.7% | $3,022-81.0% | $2,588-77.8% |
| Participant deferral / active EE | $2,431 | $3,436-29.3% | $4,438-45.2% | $4,289-43.3% |
| Admin fee / account holder | $6 | $1,057-99.4% | $5,614-99.9% | $1,587-99.6% |