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 4-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 | $15,415 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,855 | $69,763-78.7% | $67,502-78.0% | $74,495-80.1% |
| Participation rate | 73.7% | 71.4%+2.4pp | 72.9%+0.8pp | 67.2%+6.5pp |
| Annual return | 14.59% | -40.34%+54.9pp | 3512.12%-3497.5pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,416 | $2,704-10.7% | $2,731-11.5% | $2,623-7.9% |
| Participant deferral / active EE | $975 | $3,636-73.2% | $4,000-75.6% | $4,346-77.6% |
| Admin fee / account holder | $117 | $896-86.9% | $3,998-97.1% | $1,942-94.0% |