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 | Account maintenance fees; Recordkeepi... | $277 |
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 | $7,206 | $65,061-88.9% | $143,757-95.0% | $66,914-89.2% |
| Participation rate | 83.5% | 65.2%+18.4pp | 80.3%+3.2pp | 69.8%+13.7pp |
| Annual return | -16.00% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $925 | $2,361-60.8% | $4,951-81.3% | $2,544-63.7% |
| Participant deferral / active EE | $656 | $2,919-77.5% | $5,637-88.4% | $4,237-84.5% |
| Admin fee / account holder | $2 | $502-99.6% | $14,673-100.0% | $593-99.6% |