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; Account ... | $3,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,865 | $85,202-86.1% | $172,739-93.1% | $72,985-83.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.87% | 27.32%-11.5pp | 802.84%-787.0pp | 81.00%-65.1pp |
| Employer contribution / active EE | $2,557 | $3,324-23.1% | $5,143-50.3% | $2,440+4.8% |
| Participant deferral / active EE | $1,253 | $3,260-61.6% | $5,198-75.9% | $3,607-65.3% |
| Admin fee / account holder | $1,464 | $5,884-75.1% | $13,954-89.5% | $5,124-71.4% |