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... | $18,718 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $17,809 | $50,127-64.5% | $149,673-88.1% | $80,160-77.8% |
| Participation rate | 89.5% | 64.3%+25.3pp | 78.8%+10.8pp | 72.9%+16.6pp |
| Annual return | 12.27% | 29.82%-17.6pp | 134.42%-122.2pp | 40.38%-28.1pp |
| Employer contribution / active EE | $1,845 | $1,865-1.0% | $4,818-61.7% | $2,978-38.0% |
| Participant deferral / active EE | $2,348 | $3,194-26.5% | $5,680-58.7% | $5,017-53.2% |
| Admin fee / account holder | $1,724 | $153+1029.1% | $13,210-87.0% | $145+1089.4% |