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... | $1,676 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,767 | $61,156-88.9% | $185,823-96.4% | $79,386-91.5% |
| Participation rate | 91.3% | 66.6%+24.7pp | 81.7%+9.6pp | 70.7%+20.6pp |
| Annual return | 13.90% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $743 | $2,321-68.0% | $5,167-85.6% | $2,427-69.4% |
| Participant deferral / active EE | $865 | $2,789-69.0% | $5,568-84.5% | $4,046-78.6% |
| Admin fee / account holder | $9 | $710-98.7% | $16,237-99.9% | $626-98.5% |