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... | $485 |
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 | $8,165 | $61,272-86.7% | $149,673-94.5% | $71,457-88.6% |
| Participation rate | 82.7% | 62.5%+20.2pp | 78.8%+4.0pp | 67.9%+14.8pp |
| Annual return | 16.36% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $843 | $2,378-64.6% | $4,818-82.5% | $2,588-67.4% |
| Participant deferral / active EE | $529 | $2,917-81.9% | $5,680-90.7% | $4,289-87.7% |
| Admin fee / account holder | $2 | $1,261-99.8% | $13,210-100.0% | $1,587-99.9% |