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... | $1,614 |
Annual investment return 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.
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 | $9,103 | $66,124-86.2% | $90,404-89.9% | $73,488-87.6% |
| Participation rate | 96.6% | 69.7%+27.0pp | 72.7%+24.0pp | 70.7%+26.0pp |
| Annual return | 10.61% | 17.65%-7.0pp | 1293.02%-1282.4pp | 28.51%-17.9pp |
| Employer contribution / active EE | $632 | $2,346-73.1% | $3,262-80.6% | $2,270-72.2% |
| Participant deferral / active EE | $967 | $3,039-68.2% | $3,963-75.6% | $3,740-74.1% |
| Admin fee / account holder | $9 | $396-97.7% | $5,611-99.8% | $513-98.2% |