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 6-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... | $13 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448 | $58,879-99.2% | $178,490-99.7% | $73,488-99.4% |
| Participation rate | 89.3% | 66.2%+23.1pp | 81.9%+7.4pp | 70.7%+18.7pp |
| Annual return | 147.46% | 24.86%+122.6pp | 151.07%-3.6pp | 28.51%+119.0pp |
| Employer contribution / active EE | $16 | $2,236-99.3% | $5,011-99.7% | $2,270-99.3% |
| Participant deferral / active EE | $402 | $2,567-84.3% | $5,202-92.3% | $3,740-89.2% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |