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 | Account maintenance fees; Participant... | $1,758 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,421 | $51,620-83.7% | $90,281-90.7% | $65,185-87.1% |
| Participation rate | 97.3% | 68.6%+28.6pp | 73.3%+24.0pp | 70.2%+27.1pp |
| Annual return | 16.77% | 24.94%-8.2pp | 78.10%-61.3pp | 29.38%-12.6pp |
| Employer contribution / active EE | $591 | $2,235-73.5% | $2,854-79.3% | $2,177-72.8% |
| Participant deferral / active EE | $880 | $2,871-69.4% | $3,885-77.4% | $3,514-75.0% |
| Admin fee / account holder | $10 | $384-97.5% | $5,351-99.8% | $847-98.9% |