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 | Account maintenance fees; Participant... | $1,208 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,489 | $66,914-76.9% | - | $66,914-76.9% |
| Participation rate | 74.1% | 69.8%+4.3pp | - | 69.8%+4.3pp |
| Annual return | -13.46% | 1.58%-15.0pp | - | 1.58%-15.0pp |
| Employer contribution / active EE | $1,130 | $2,544-55.6% | - | $2,544-55.6% |
| Participant deferral / active EE | $1,840 | $4,237-56.6% | - | $4,237-56.6% |
| Admin fee / account holder | $7 | $593-98.9% | - | $593-98.9% |