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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,342 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,510 | $46,292-62.2% | $143,757-87.8% | $64,808-73.0% |
| Participation rate | 73.7% | 64.2%+9.5pp | 80.3%-6.6pp | 71.5%+2.2pp |
| Annual return | -11.62% | -10.05%-1.6pp | -0.04%-11.6pp | 32.82%-44.4pp |
| Employer contribution / active EE | $702 | $1,910-63.2% | $4,951-85.8% | $2,506-72.0% |
| Participant deferral / active EE | $645 | $2,646-75.6% | $5,637-88.6% | $4,310-85.0% |
| Admin fee / account holder | $5 | $154-96.7% | $14,673-100.0% | $188-97.3% |