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... | $2,818 |
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 | $60,487 | $55,415+9.2% | $155,509-61.1% | $74,495-18.8% |
| Participation rate | 68.6% | 61.9%+6.7pp | 78.2%-9.6pp | 67.2%+1.4pp |
| Annual return | 16.32% | 268.50%-252.2pp | 64.67%-48.4pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,980 | $2,267-12.7% | $4,672-57.6% | $2,623-24.5% |
| Participant deferral / active EE | $1,876 | $2,836-33.9% | $5,626-66.7% | $4,346-56.8% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |