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 6-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 | Recordkeeping and information managem... | $719 |
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 | $19,112 | $46,292-58.7% | $143,757-86.7% | $64,808-70.5% |
| Participation rate | 68.2% | 64.2%+4.0pp | 80.3%-12.1pp | 71.5%-3.3pp |
| Annual return | -15.05% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,412 | $1,910-26.0% | $4,951-71.5% | $2,506-43.6% |
| Participant deferral / active EE | $3,044 | $2,646+15.1% | $5,637-46.0% | $4,310-29.4% |
| Admin fee / account holder | $2 | $154-98.7% | $14,673-100.0% | $188-98.9% |