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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $131 |
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 | $1,752 | $63,745-97.3% | $98,442-98.2% | $79,386-97.8% |
| Participation rate | 98.3% | 69.9%+28.5pp | 73.3%+25.0pp | 70.7%+27.6pp |
| Annual return | 0.00% | 625.80%-625.8pp | 1492.73%-1492.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $1,609 | $2,557-37.1% | $2,960-45.7% | $2,427-33.7% |
| Participant deferral / active EE | $126 | $3,303-96.2% | $4,276-97.1% | $4,046-96.9% |
| Admin fee / account holder | $1 | $516-99.9% | $5,949-100.0% | $626-99.9% |