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... | $8,374 |
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 | $33,703 | $50,815-33.7% | $155,509-78.3% | $77,643-56.6% |
| Participation rate | 66.1% | 63.1%+3.0pp | 78.2%-12.1pp | 70.6%-4.5pp |
| Annual return | 19.48% | 34.80%-15.3pp | 64.67%-45.2pp | 31.24%-11.8pp |
| Employer contribution / active EE | $2,181 | $1,993+9.4% | $4,672-53.3% | $2,726-20.0% |
| Participant deferral / active EE | $3,696 | $2,822+31.0% | $5,626-34.3% | $4,647-20.5% |
| Admin fee / account holder | $11 | $437-97.4% | $15,912-99.9% | $430-97.4% |