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 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $1,633 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,979 | $80,177-11.5% | $123,892-42.7% | $57,658+23.1% |
| Participation rate | 99.7% | 74.4%+25.2pp | 81.4%+18.3pp | 70.2%+29.5pp |
| Annual return | 3.43% | 17.90%-14.5pp | 47.52%-44.1pp | 5.13%-1.7pp |
| Employer contribution / active EE | $3,580 | $2,913+22.9% | $4,617-22.5% | $1,974+81.4% |
| Participant deferral / active EE | $5,916 | $5,130+15.3% | $5,984-1.1% | $3,061+93.3% |
| Admin fee / account holder | $4 | $106-96.5% | $8,357-100.0% | $95-96.1% |