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 21 70 EAST SUNRISE HWY, SUITE 500 · VALLEY STREAM, NY 11581 | Bank Trustee | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,625 | $99,985-80.4% | $146,665-86.6% | $85,850-77.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | -76.53% | 18.93%-95.5pp | 22.74%-99.3pp | 318.53%-395.1pp |
| Employer contribution / active EE | $32,233 | $2,559+1159.8% | $4,136+679.3% | $2,565+1156.6% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |