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 | $18,911 |
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 | $17,776 | $67,984-73.9% | $65,493-72.9% | $74,304-76.1% |
| Participation rate | 80.0% | 66.3%+13.7pp | 73.1%+6.9pp | 60.3%+19.7pp |
| Annual return | 17.68% | 19.87%-2.2pp | 982.45%-964.8pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,505 | $2,491+0.5% | $2,574-2.7% | $2,241+11.8% |
| Participant deferral / active EE | $1,351 | $3,346-59.6% | $3,961-65.9% | $3,767-64.1% |
| Admin fee / account holder | $136 | $1,373-90.1% | $5,028-97.3% | $2,969-95.4% |