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 | $28,864 | $46,674-38.2% | $117,472-75.4% | $68,494-57.9% |
| Participation rate | 52.6% | 56.8%-4.1pp | 70.6%-18.0pp | 67.9%-15.3pp |
| Annual return | -9.42% | -14.52%+5.1pp | 29.74%-39.2pp | -7.84%-1.6pp |
| Employer contribution / active EE | $373 | $1,505-75.2% | $4,176-91.1% | $2,596-85.6% |
| Participant deferral / active EE | $1,533 | $2,636-41.9% | $4,070-62.3% | $4,027-61.9% |
| Admin fee / account holder | $5 | $4,020-99.9% | $5,645-99.9% | $5,403-99.9% |