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 5-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) | $6,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,561 | $104,475-77.4% | $159,436-85.2% | $79,386-70.3% |
| Participation rate | 35.0% | 76.6%-41.6pp | 82.8%-47.8pp | 70.7%-35.7pp |
| Annual return | 21.69% | 67.95%-46.3pp | 263.57%-241.9pp | 116.85%-95.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,166 | $6,467-51.0% | $7,352-56.9% | $4,046-21.7% |
| Admin fee / account holder | $50 | $711-93.0% | $10,799-99.5% | $626-92.1% |