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 7-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... | $6 |
Employer 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 | $8,055 | $102,966-92.2% | $90,281-91.1% | $152,861-94.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 414.50% | 95.16%+319.3pp | 78.10%+336.4pp | 345.32%+69.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,432 | $4,281-19.8% | $3,885-11.7% | $5,850-41.3% |
| Admin fee / account holder | $1 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |