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 9-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $11,121 |
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 | $17,195 | $118,971-85.5% | $112,977-84.8% | $73,488-76.6% |
| Participation rate | 94.5% | 83.3%+11.2pp | 82.6%+12.0pp | 70.7%+23.9pp |
| Annual return | 32.19% | 17.79%+14.4pp | 24.24%+7.9pp | 28.51%+3.7pp |
| Employer contribution / active EE | $0 | $4,091-100.0% | $4,255-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,840 | $6,133+44.2% | $5,836+51.5% | $3,740+136.4% |
| Admin fee / account holder | $69 | $573-87.9% | $6,294-98.9% | $513-86.5% |