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... | $4,492 |
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 | $35,006 | $52,626-33.5% | $98,442-64.4% | $93,030-62.4% |
| Participation rate | 45.3% | 65.3%-20.0pp | 73.3%-28.0pp | 73.9%-28.6pp |
| Annual return | 40.16% | 16.95%+23.2pp | 1492.73%-1452.6pp | 158.70%-118.5pp |
| Employer contribution / active EE | $930 | $1,894-50.9% | $2,960-68.6% | $2,706-65.6% |
| Participant deferral / active EE | $1,242 | $2,907-57.3% | $4,276-71.0% | $4,562-72.8% |
| Admin fee / account holder | $7 | $102-93.2% | $5,949-99.9% | $152-95.4% |