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... | $1,476 |
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 | $58,084 | $55,415+4.8% | $155,509-62.6% | $74,495-22.0% |
| Participation rate | 68.5% | 61.9%+6.6pp | 78.2%-9.7pp | 67.2%+1.3pp |
| Annual return | 19.17% | 268.50%-249.3pp | 64.67%-45.5pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $1,545 | $2,267-31.8% | $4,672-66.9% | $2,623-41.1% |
| Participant deferral / active EE | $3,300 | $2,836+16.4% | $5,626-41.3% | $4,346-24.1% |
| Admin fee / account holder | $6 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |