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... | $3,190 |
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 | $13,584 | $62,928-78.4% | $172,739-92.1% | $67,579-79.9% |
| Participation rate | 98.4% | 64.5%+33.9pp | 82.6%+15.7pp | 71.3%+27.1pp |
| Annual return | 25.48% | 30.36%-4.9pp | 802.84%-777.4pp | 378.56%-353.1pp |
| Employer contribution / active EE | $747 | $1,636-54.3% | $5,143-85.5% | $2,148-65.2% |
| Participant deferral / active EE | $1,361 | $2,145-36.5% | $5,198-73.8% | $3,539-61.5% |
| Admin fee / account holder | $6 | $167-96.5% | $13,954-100.0% | $142-95.9% |