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) | $10,262 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,152 | $58,320-62.0% | $86,436-74.4% | $66,914-66.9% |
| Participation rate | 0.0% | 78.6%-78.6pp | 80.3%-80.3pp | 69.8%-69.8pp |
| Annual return | 7.97% | -9.71%+17.7pp | 4394.89%-4386.9pp | 1.58%+6.4pp |
| Employer contribution / active EE | $2,755 | $2,615+5.3% | $3,769-26.9% | $2,544+8.3% |
| Participant deferral / active EE | $9,249 | $6,899+34.1% | $6,952+33.1% | $4,237+118.3% |
| Admin fee / account holder | $63 | $546-88.4% | $6,731-99.1% | $593-89.3% |