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 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $25,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $16,473 | $62,543-73.7% | $83,333-80.2% | $55,725-70.4% |
| Participation rate | 69.7% | 78.4%-8.7pp | 77.8%-8.1pp | 70.9%-1.2pp |
| Annual return | -20.72% | 14.85%-35.6pp | 10.63%-31.4pp | 244.93%-265.6pp |
| Employer contribution / active EE | $2,769 | $2,427+14.1% | $3,379-18.1% | $2,078+33.2% |
| Participant deferral / active EE | $6,833 | $5,682+20.2% | $5,565+22.8% | $3,356+103.6% |
| Admin fee / account holder | $67 | $103-35.0% | $7,510-99.1% | $115-41.8% |