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 | $100,318 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,687 | $101,499+15.0% | $147,005-20.6% | $74,546+56.5% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.3pp |
| Annual return | 16.54% | 8732.34%-8715.8pp | 418.76%-402.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $483 | $3,811-87.3% | $4,934-90.2% | $2,624-81.6% |
| Participant deferral / active EE | $9,011 | $7,304+23.4% | $8,070+11.7% | $4,347+107.3% |
| Admin fee / account holder | $502 | $1,748-71.3% | $13,006-96.1% | $1,944-74.2% |