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... | $0 |
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 | $35,068 | $65,061-46.1% | $143,757-75.6% | $66,914-47.6% |
| Participation rate | 60.6% | 65.2%-4.6pp | 80.3%-19.7pp | 69.8%-9.2pp |
| Annual return | -14.64% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,998 | $2,361-15.4% | $4,951-59.7% | $2,544-21.5% |
| Participant deferral / active EE | $1,670 | $2,919-42.8% | $5,637-70.4% | $4,237-60.6% |
| Admin fee / account holder | $4 | $502-99.2% | $14,673-100.0% | $593-99.4% |