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 | $18,927 |
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 | $7,095 | $42,886-83.5% | $88,946-92.0% | $85,563-91.7% |
| Participation rate | 100.0% | 37.9%+62.1pp | 68.8%+31.2pp | 66.0%+34.0pp |
| Annual return | 13.52% | 44.56%-31.0pp | 57.82%-44.3pp | 31.51%-18.0pp |
| Employer contribution / active EE | $3,051 | $1,147+166.0% | $2,555+19.4% | $2,654+15.0% |
| Participant deferral / active EE | $573 | $2,108-72.8% | $4,581-87.5% | $4,375-86.9% |
| Admin fee / account holder | $69 | $2,263-96.9% | $8,261-99.2% | $834-91.7% |