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... | $9,538 |
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 | $26,480 | $92,055-71.2% | $106,213-75.1% | $77,643-65.9% |
| Participation rate | 92.3% | 81.0%+11.3pp | 75.3%+17.0pp | 70.6%+21.7pp |
| Annual return | 13.54% | 17.91%-4.4pp | 116.14%-102.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,800 | $3,367-46.5% | $3,171-43.2% | $2,726-34.0% |
| Participant deferral / active EE | $2,162 | $5,386-59.9% | $5,016-56.9% | $4,647-53.5% |
| Admin fee / account holder | $16 | $219-92.9% | $11,033-99.9% | $430-96.4% |