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 | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,219 | $51,197-78.1% | $82,719-86.4% | $66,914-83.2% |
| Participation rate | 82.6% | 67.8%+14.8pp | 72.6%+10.1pp | 69.8%+12.8pp |
| Annual return | -15.31% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,781 | $2,611-31.8% | $3,009-40.8% | $2,544-30.0% |
| Participant deferral / active EE | $618 | $3,458-82.1% | $4,395-85.9% | $4,237-85.4% |
| Admin fee / account holder | $75 | $416-82.1% | $5,329-98.6% | $593-87.4% |