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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $12,969 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,274 | $65,061-81.1% | $143,757-91.5% | $66,914-81.7% |
| Participation rate | 89.8% | 65.2%+24.6pp | 80.3%+9.5pp | 69.8%+20.0pp |
| Annual return | 27.08% | -11.14%+38.2pp | -0.04%+27.1pp | 1.58%+25.5pp |
| Employer contribution / active EE | $978 | $2,361-58.6% | $4,951-80.2% | $2,544-61.5% |
| Participant deferral / active EE | $1,871 | $2,919-35.9% | $5,637-66.8% | $4,237-55.8% |
| Admin fee / account holder | $72 | $502-85.6% | $14,673-99.5% | $593-87.8% |