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 9-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... | $3,357 |
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 | $26,752 | $50,815-47.4% | $155,509-82.8% | $77,643-65.5% |
| Participation rate | 64.8% | 63.1%+1.7pp | 78.2%-13.3pp | 70.6%-5.7pp |
| Annual return | 15.58% | 34.80%-19.2pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $493 | $1,993-75.2% | $4,672-89.4% | $2,726-81.9% |
| Participant deferral / active EE | $1,452 | $2,822-48.5% | $5,626-74.2% | $4,647-68.8% |
| Admin fee / account holder | $6 | $437-98.6% | $15,912-100.0% | $430-98.6% |