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 | Account maintenance fees; Participant... | $4,149 |
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 | $9,978 | $50,815-80.4% | $155,509-93.6% | $77,643-87.1% |
| Participation rate | 87.1% | 63.1%+24.0pp | 78.2%+8.9pp | 70.6%+16.5pp |
| Annual return | 22.18% | 34.80%-12.6pp | 64.67%-42.5pp | 31.24%-9.1pp |
| Employer contribution / active EE | $786 | $1,993-60.6% | $4,672-83.2% | $2,726-71.2% |
| Participant deferral / active EE | $1,878 | $2,822-33.5% | $5,626-66.6% | $4,647-59.6% |
| Admin fee / account holder | $9 | $437-98.0% | $15,912-99.9% | $430-97.9% |