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... | $13,512 |
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 | $9,793 | $52,293-81.3% | $178,490-94.5% | $73,409-86.7% |
| Participation rate | 82.7% | 65.3%+17.4pp | 81.9%+0.8pp | 72.2%+10.6pp |
| Annual return | 12.16% | 34.75%-22.6pp | 151.07%-138.9pp | 59.29%-47.1pp |
| Employer contribution / active EE | $357 | $1,735-79.4% | $5,011-92.9% | $2,234-84.0% |
| Participant deferral / active EE | $580 | $2,332-75.1% | $5,202-88.8% | $3,805-84.8% |
| Admin fee / account holder | $7 | $127-94.5% | $13,984-99.9% | $158-95.5% |