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... | $0 |
Annual investment return 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 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 | $14,833 | $52,293-71.6% | $178,490-91.7% | $73,409-79.8% |
| Participation rate | 96.6% | 65.3%+31.2pp | 81.9%+14.7pp | 72.2%+24.4pp |
| Annual return | 8.81% | 34.75%-25.9pp | 151.07%-142.3pp | 59.29%-50.5pp |
| Employer contribution / active EE | $1,125 | $1,735-35.2% | $5,011-77.5% | $2,234-49.6% |
| Participant deferral / active EE | $1,111 | $2,332-52.3% | $5,202-78.6% | $3,805-70.8% |
| Admin fee / account holder | $4 | $127-96.6% | $13,984-100.0% | $158-97.2% |