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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $13,814 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,467 | $100,801-81.7% | $149,696-87.7% | $73,409-74.8% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.5%+13.2pp | 72.2%+23.5pp |
| Annual return | 52.53% | 265.34%-212.8pp | 276.60%-224.1pp | 59.29%-6.8pp |
| Employer contribution / active EE | $882 | $3,312-73.4% | $4,644-81.0% | $2,234-60.5% |
| Participant deferral / active EE | $8,745 | $6,404+36.6% | $6,842+27.8% | $3,805+129.8% |
| Admin fee / account holder | $26 | $181-85.6% | $9,309-99.7% | $158-83.5% |