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; Recordke... | $2,875 |
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 | $42,225 | $58,879-28.3% | $178,490-76.3% | $73,488-42.5% |
| Participation rate | 69.4% | 66.2%+3.2pp | 81.9%-12.5pp | 70.7%-1.2pp |
| Annual return | 14.13% | 24.86%-10.7pp | 151.07%-136.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,612 | $2,236-27.9% | $5,011-67.8% | $2,270-29.0% |
| Participant deferral / active EE | $3,351 | $2,567+30.5% | $5,202-35.6% | $3,740-10.4% |
| Admin fee / account holder | $42 | $400-89.5% | $13,984-99.7% | $513-91.8% |