Filed February 5, 2018
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 8-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $12,626 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,454 | $50,815-69.6% | $155,509-90.1% | $77,643-80.1% |
| Participation rate | 85.4% | 63.1%+22.3pp | 78.2%+7.2pp | 70.6%+14.8pp |
| Annual return | 16.53% | 34.80%-18.3pp | 64.67%-48.1pp | 31.24%-14.7pp |
| Employer contribution / active EE | $864 | $1,993-56.7% | $4,672-81.5% | $2,726-68.3% |
| Participant deferral / active EE | $1,968 | $2,822-30.3% | $5,626-65.0% | $4,647-57.7% |
| Admin fee / account holder | $34 | $437-92.3% | $15,912-99.8% | $430-92.2% |