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... | $1,602 |
Employer 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 | $13,462 | $65,322-79.4% | $70,449-80.9% | $73,488-81.7% |
| Participation rate | 95.5% | 77.0%+18.5pp | 75.1%+20.4pp | 70.7%+24.8pp |
| Annual return | 15.22% | 15.71%-0.5pp | 109.03%-93.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $685 | $2,460-72.2% | $2,737-75.0% | $2,270-69.8% |
| Participant deferral / active EE | $1,606 | $3,375-52.4% | $3,709-56.7% | $3,740-57.1% |
| Admin fee / account holder | $5 | $214-97.5% | $3,845-99.9% | $513-99.0% |