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... | $7,670 |
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 | $17,456 | $100,801-82.7% | $149,696-88.3% | $73,409-76.2% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.5%+16.2pp | 72.2%+26.6pp |
| Annual return | 18.51% | 265.34%-246.8pp | 276.60%-258.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $5,618 | $3,312+69.7% | $4,644+21.0% | $2,234+151.5% |
| Participant deferral / active EE | $571 | $6,404-91.1% | $6,842-91.7% | $3,805-85.0% |
| Admin fee / account holder | $16 | $181-91.4% | $9,309-99.8% | $158-90.1% |