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 15 · EIN 35-0145825 | Recordkeeping | $20,528 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $37,084 | $55,415-33.1% | $155,509-76.2% | $74,495-50.2% |
| Participation rate | 50.0% | 61.9%-11.9pp | 78.2%-28.2pp | 67.2%-17.2pp |
| Annual return | 14.61% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,727 | $2,836-3.9% | $5,626-51.5% | $4,346-37.3% |
| Admin fee / account holder | $3 | $1,738-99.8% | $15,912-100.0% | $1,942-99.8% |