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... | $398 |
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 | $50,489 | $65,061-22.4% | $143,757-64.9% | $66,914-24.5% |
| Participation rate | 37.3% | 65.2%-27.9pp | 80.3%-43.0pp | 69.8%-32.5pp |
| Annual return | -7.98% | -11.14%+3.2pp | -0.04%-7.9pp | 1.58%-9.6pp |
| Employer contribution / active EE | $759 | $2,361-67.9% | $4,951-84.7% | $2,544-70.2% |
| Participant deferral / active EE | $1,457 | $2,919-50.1% | $5,637-74.1% | $4,237-65.6% |
| Admin fee / account holder | $6 | $502-98.9% | $14,673-100.0% | $593-99.0% |