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 6-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... | $522 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,279 | $61,156-88.1% | $185,823-96.1% | $79,386-90.8% |
| Participation rate | 99.4% | 66.6%+32.8pp | 81.7%+17.7pp | 70.7%+28.7pp |
| Annual return | 19.42% | 19.45%0pp | 122.05%-102.6pp | 116.85%-97.4pp |
| Employer contribution / active EE | $948 | $2,321-59.2% | $5,167-81.7% | $2,427-61.0% |
| Participant deferral / active EE | $744 | $2,789-73.3% | $5,568-86.6% | $4,046-81.6% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.6% |