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... | $1,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,581 | $47,126-69.1% | $149,673-90.3% | $74,419-80.4% |
| Participation rate | 68.0% | 63.4%+4.6pp | 78.8%-10.8pp | 70.7%-2.8pp |
| Annual return | 10.68% | 22.75%-12.1pp | 134.42%-123.7pp | 34.38%-23.7pp |
| Employer contribution / active EE | $1,000 | $1,905-47.5% | $4,818-79.3% | $2,637-62.1% |
| Participant deferral / active EE | $1,061 | $2,728-61.1% | $5,680-81.3% | $4,528-76.6% |
| Admin fee / account holder | $4 | $343-98.9% | $13,210-100.0% | $348-98.9% |