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... | $1,221 |
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 | $48,693 | $55,415-12.1% | $155,509-68.7% | $74,495-34.6% |
| Participation rate | 51.7% | 61.9%-10.2pp | 78.2%-26.5pp | 67.2%-15.5pp |
| Annual return | 15.64% | 268.50%-252.9pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,175 | $2,267-48.2% | $4,672-74.9% | $2,623-55.2% |
| Participant deferral / active EE | $2,721 | $2,836-4.1% | $5,626-51.6% | $4,346-37.4% |
| Admin fee / account holder | $5 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |