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 | Recordkeeping and information managem... | $575 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,075 | $73,867-76.9% | $143,757-88.1% | $68,494-75.1% |
| Participation rate | 47.7% | 66.7%-18.9pp | 80.3%-32.6pp | 67.9%-20.2pp |
| Annual return | -14.31% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $526 | $3,184-83.5% | $4,951-89.4% | $2,596-79.7% |
| Participant deferral / active EE | $763 | $3,384-77.4% | $5,637-86.5% | $4,027-81.0% |
| Admin fee / account holder | $1,618 | $5,755-71.9% | $14,673-89.0% | $5,403-70.1% |