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; Recordke... | $735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $32,714 | $47,126-30.6% | $149,673-78.1% | $74,419-56.0% |
| Participation rate | 25.6% | 63.4%-37.8pp | 78.8%-53.2pp | 70.7%-45.2pp |
| Annual return | 17.63% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.8pp |
| Employer contribution / active EE | $418 | $1,905-78.0% | $4,818-91.3% | $2,637-84.1% |
| Participant deferral / active EE | $864 | $2,728-68.3% | $5,680-84.8% | $4,528-80.9% |
| Admin fee / account holder | $3 | $343-99.0% | $13,210-100.0% | $348-99.0% |