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... | $618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,159 | $91,190-63.6% | $178,490-81.4% | $79,858-58.5% |
| Participation rate | 64.9% | 69.2%-4.3pp | 81.9%-17.0pp | 69.6%-4.7pp |
| Annual return | 3.28% | 24.19%-20.9pp | 151.07%-147.8pp | 31.71%-28.4pp |
| Employer contribution / active EE | $893 | $3,256-72.6% | $5,011-82.2% | $2,471-63.9% |
| Participant deferral / active EE | $2,070 | $3,236-36.0% | $5,202-60.2% | $3,740-44.7% |
| Admin fee / account holder | $7 | $6,751-99.9% | $13,984-99.9% | $5,306-99.9% |