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... | $4,091 |
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 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 | $13,211 | $56,485-76.6% | $185,823-92.9% | $86,799-84.8% |
| Participation rate | 94.3% | 65.5%+28.8pp | 81.7%+12.6pp | 72.3%+22.0pp |
| Annual return | 23.92% | 118.04%-94.1pp | 122.05%-98.1pp | 97.91%-74.0pp |
| Employer contribution / active EE | $1,896 | $1,843+2.9% | $5,167-63.3% | $2,405-21.2% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $12 | $150-92.2% | $16,237-99.9% | $170-93.1% |