Filed July 26, 2022 (most recent of 3 filings on file)
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... | $7,466 |
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 | $6,960 | $47,634-85.4% | $90,404-92.3% | $90,288-92.3% |
| Participation rate | 79.1% | 67.5%+11.7pp | 72.7%+6.5pp | 73.4%+5.8pp |
| Annual return | 15.34% | 19.61%-4.3pp | 1293.02%-1277.7pp | 53.97%-38.6pp |
| Employer contribution / active EE | $248 | $1,749-85.8% | $3,262-92.4% | $2,524-90.2% |
| Participant deferral / active EE | $421 | $2,824-85.1% | $3,963-89.4% | $4,232-90.1% |
| Admin fee / account holder | $4 | $106-96.1% | $5,611-99.9% | $114-96.3% |