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... | $3,665 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,619 | $47,126-73.2% | $149,673-91.6% | $74,419-83.0% |
| Participation rate | 96.4% | 63.4%+33.0pp | 78.8%+17.6pp | 70.7%+25.6pp |
| Annual return | 14.59% | 22.75%-8.2pp | 134.42%-119.8pp | 34.38%-19.8pp |
| Employer contribution / active EE | $642 | $1,905-66.3% | $4,818-86.7% | $2,637-75.7% |
| Participant deferral / active EE | $834 | $2,728-69.4% | $5,680-85.3% | $4,528-81.6% |
| Admin fee / account holder | $7 | $343-98.1% | $13,210-100.0% | $348-98.1% |