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... | $1,141 |
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 | $14,027 | $91,190-84.6% | $178,490-92.1% | $79,858-82.4% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 11.21% | 24.19%-13.0pp | 151.07%-139.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $822 | $3,256-74.8% | $5,011-83.6% | $2,471-66.7% |
| Participant deferral / active EE | $1,668 | $3,236-48.5% | $5,202-67.9% | $3,740-55.4% |
| Admin fee / account holder | $9 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |