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 9-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... | $1,990 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,045 | $80,724-83.8% | $103,333-87.4% | $74,495-82.5% |
| Participation rate | 71.8% | 65.7%+6.1pp | 74.5%-2.7pp | 67.2%+4.6pp |
| Annual return | 13.12% | 27.56%-14.4pp | 24.88%-11.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $853 | $3,157-73.0% | $3,868-78.0% | $2,623-67.5% |
| Participant deferral / active EE | $1,039 | $3,860-73.1% | $5,057-79.5% | $4,346-76.1% |
| Admin fee / account holder | $8 | $2,368-99.7% | $8,355-99.9% | $1,942-99.6% |