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 | $2,091 |
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 | $88,372 | $155,795-43.3% | $136,294-35.2% | $69,631+26.9% |
| Participation rate | 86.3% | 75.2%+11.0pp | 81.9%+4.4pp | 70.7%+15.6pp |
| Annual return | 12.22% | 232464.33%-232452.1pp | 5155.94%-5143.7pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $3,442 | $2,991+15.1% | $4,695-26.7% | $2,032+69.4% |
| Participant deferral / active EE | $5,899 | $5,394+9.4% | $6,247-5.6% | $3,224+83.0% |
| Admin fee / account holder | $5 | $128-96.3% | $9,243-99.9% | $110-95.7% |