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... | $874 |
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 | $26,602 | $65,061-59.1% | $143,757-81.5% | $66,914-60.2% |
| Participation rate | 69.4% | 65.2%+4.2pp | 80.3%-10.9pp | 69.8%-0.4pp |
| Annual return | -7.53% | -11.14%+3.6pp | -0.04%-7.5pp | 1.58%-9.1pp |
| Employer contribution / active EE | $5,541 | $2,361+134.7% | $4,951+11.9% | $2,544+117.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $7 | $502-98.7% | $14,673-100.0% | $593-98.9% |