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... | $2,240 |
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 | $13,535 | $46,292-70.8% | $143,757-90.6% | $64,808-79.1% |
| Participation rate | 95.5% | 64.2%+31.3pp | 80.3%+15.2pp | 71.5%+24.1pp |
| Annual return | -14.99% | -10.05%-4.9pp | -0.04%-15.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $3,012 | $1,910+57.7% | $4,951-39.2% | $2,506+20.2% |
| Participant deferral / active EE | $1,088 | $2,646-58.9% | $5,637-80.7% | $4,310-74.8% |
| Admin fee / account holder | $8 | $154-95.0% | $14,673-99.9% | $188-95.9% |