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... | $959 |
Annual investment return 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 | $4,818 | $46,292-89.6% | $143,757-96.6% | $64,808-92.6% |
| Participation rate | 75.0% | 64.2%+10.8pp | 80.3%-5.3pp | 71.5%+3.5pp |
| Annual return | -20.66% | -10.05%-10.6pp | -0.04%-20.6pp | 32.82%-53.5pp |
| Employer contribution / active EE | $729 | $1,910-61.8% | $4,951-85.3% | $2,506-70.9% |
| Participant deferral / active EE | $1,664 | $2,646-37.1% | $5,637-70.5% | $4,310-61.4% |
| Admin fee / account holder | $7 | $154-95.4% | $14,673-100.0% | $188-96.2% |