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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,533 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,808 | $56,638-70.3% | $169,368-90.1% | $74,419-77.4% |
| Participation rate | 83.8% | 67.5%+16.3pp | 77.1%+6.7pp | 70.7%+13.1pp |
| Annual return | 10.93% | 24.75%-13.8pp | 405.60%-394.7pp | 34.38%-23.5pp |
| Employer contribution / active EE | $930 | $2,027-54.1% | $4,013-76.8% | $2,637-64.7% |
| Participant deferral / active EE | $2,324 | $4,223-45.0% | $6,221-62.6% | $4,528-48.7% |
| Admin fee / account holder | $201 | $307-34.6% | $9,003-97.8% | $348-42.3% |