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... | $3,957 |
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 | $13,529 | $52,293-74.1% | $178,490-92.4% | $73,409-81.6% |
| Participation rate | 97.9% | 65.3%+32.6pp | 81.9%+16.0pp | 72.2%+25.8pp |
| Annual return | 15.53% | 34.75%-19.2pp | 151.07%-135.5pp | 59.29%-43.8pp |
| Employer contribution / active EE | $708 | $1,735-59.2% | $5,011-85.9% | $2,234-68.3% |
| Participant deferral / active EE | $1,214 | $2,332-48.0% | $5,202-76.7% | $3,805-68.1% |
| Admin fee / account holder | $6 | $127-95.5% | $13,984-100.0% | $158-96.4% |