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... | $18,024 |
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 | $8,230 | $55,331-85.1% | $81,812-89.9% | $199,593-95.9% |
| Participation rate | 81.4% | 62.5%+18.9pp | 72.3%+9.0pp | 72.0%+9.4pp |
| Annual return | 13.23% | 19.59%-6.4pp | 773.79%-760.6pp | 34.25%-21.0pp |
| Employer contribution / active EE | $395 | $2,101-81.2% | $2,912-86.4% | $3,034-87.0% |
| Participant deferral / active EE | $633 | $3,283-80.7% | $4,319-85.3% | $5,087-87.6% |
| Admin fee / account holder | $10 | $346-97.1% | $7,386-99.9% | $269-96.2% |