Filed April 9, 2020 (most recent of 4 filings on file)
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 | Account maintenance fees; Participant... | $7,825 |
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 | $24,811 | $50,815-51.2% | $155,509-84.0% | $77,643-68.0% |
| Participation rate | 58.5% | 63.1%-4.6pp | 78.2%-19.7pp | 70.6%-12.1pp |
| Annual return | 12.04% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $582 | $1,993-70.8% | $4,672-87.5% | $2,726-78.7% |
| Participant deferral / active EE | $1,367 | $2,822-51.6% | $5,626-75.7% | $4,647-70.6% |
| Admin fee / account holder | $15 | $437-96.5% | $15,912-99.9% | $430-96.5% |