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 4-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) | $14,431 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,175 | $100,923-77.0% | $150,045-84.6% | $74,304-68.8% |
| Participation rate | 90.8% | 70.1%+20.8pp | 82.3%+8.5pp | 60.3%+30.5pp |
| Annual return | 26.98% | 51.77%-24.8pp | 62.55%-35.6pp | 29.43%-2.5pp |
| Employer contribution / active EE | $3,082 | $3,463-11.0% | $4,693-34.3% | $2,241+37.5% |
| Participant deferral / active EE | $4,842 | $6,709-27.8% | $7,997-39.5% | $3,767+28.5% |
| Admin fee / account holder | $97 | $2,767-96.5% | $13,435-99.3% | $2,969-96.7% |