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 8-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... | $1,467 |
Employer 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,311 | $61,156-94.6% | $185,823-98.2% | $79,386-95.8% |
| Participation rate | 93.3% | 66.6%+26.7pp | 81.7%+11.6pp | 70.7%+22.6pp |
| Annual return | 34.03% | 19.45%+14.6pp | 122.05%-88.0pp | 116.85%-82.8pp |
| Employer contribution / active EE | $246 | $2,321-89.4% | $5,167-95.2% | $2,427-89.9% |
| Participant deferral / active EE | $1,904 | $2,789-31.7% | $5,568-65.8% | $4,046-52.9% |
| Admin fee / account holder | $6 | $710-99.1% | $16,237-100.0% | $626-99.0% |