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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $952 |
Employer contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,353 | $58,879-89.2% | $178,490-96.4% | $73,488-91.4% |
| Participation rate | 90.0% | 66.2%+23.8pp | 81.9%+8.1pp | 70.7%+19.3pp |
| Annual return | 10.60% | 24.86%-14.3pp | 151.07%-140.5pp | 28.51%-17.9pp |
| Employer contribution / active EE | -$1 | $2,236-100.1% | $5,011-100.0% | $2,270-100.1% |
| Participant deferral / active EE | $943 | $2,567-63.3% | $5,202-81.9% | $3,740-74.8% |
| Admin fee / account holder | $5 | $400-98.7% | $13,984-100.0% | $513-99.0% |