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... | $8,016 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,331 | $104,317-77.6% | $159,436-85.4% | $86,799-73.1% |
| Participation rate | 98.4% | 77.7%+20.7pp | 82.8%+15.6pp | 72.3%+26.2pp |
| Annual return | 19.00% | 26.32%-7.3pp | 263.57%-244.6pp | 97.91%-78.9pp |
| Employer contribution / active EE | $5,764 | $3,451+67.0% | $4,829+19.4% | $2,405+139.6% |
| Participant deferral / active EE | $792 | $6,837-88.4% | $7,352-89.2% | $4,131-80.8% |
| Admin fee / account holder | $16 | $172-90.7% | $10,799-99.9% | $170-90.5% |