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 64 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Recordkeeping Fees | $10,829 |
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 | $5,337 | $39,286-86.4% | $80,716-93.4% | $79,386-93.3% |
| Participation rate | 97.6% | 41.0%+56.7pp | 54.2%+43.5pp | 70.7%+26.9pp |
| Annual return | 16.22% | 98.95%-82.7pp | 87.28%-71.1pp | 116.85%-100.6pp |
| Employer contribution / active EE | $891 | $594+50.0% | $1,160-23.2% | $2,427-63.3% |
| Participant deferral / active EE | $1,927 | $1,264+52.5% | $2,146-10.2% | $4,046-52.4% |
| Admin fee / account holder | $62 | $647-90.4% | $3,380-98.2% | $626-90.1% |