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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $17,748 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,240 | $102,553-63.7% | $151,611-75.4% | $66,914-44.3% |
| Participation rate | 78.8% | 85.5%-6.7pp | 87.5%-8.7pp | 69.8%+9.0pp |
| Annual return | -10.38% | -10.82%+0.4pp | 3.33%-13.7pp | 1.58%-12.0pp |
| Employer contribution / active EE | $3,858 | $4,180-7.7% | $6,166-37.4% | $2,544+51.7% |
| Participant deferral / active EE | $7,169 | $6,641+8.0% | $8,363-14.3% | $4,237+69.2% |
| Admin fee / account holder | $90 | $630-85.7% | $11,616-99.2% | $593-84.8% |