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... | $1,358 |
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 | $11,806 | $52,953-77.7% | $172,739-93.2% | $65,185-81.9% |
| Participation rate | 96.0% | 66.2%+29.8pp | 82.6%+13.3pp | 70.2%+25.8pp |
| Annual return | 20.47% | 30.12%-9.7pp | 802.84%-782.4pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,020 | $2,190-7.7% | $5,143-60.7% | $2,177-7.2% |
| Participant deferral / active EE | $1,168 | $2,471-52.7% | $5,198-77.5% | $3,514-66.8% |
| Admin fee / account holder | $7 | $472-98.6% | $13,954-100.0% | $847-99.2% |