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... | $2,288 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 38277 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,064 | $58,264-70.7% | $86,612-80.3% | $71,457-76.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 11.45% | 21.63%-10.2pp | 591.07%-579.6pp | 28.85%-17.4pp |
| Employer contribution / active EE | $1,020 | $2,574-60.4% | $3,022-66.3% | $2,588-60.6% |
| Participant deferral / active EE | $1,614 | $3,436-53.0% | $4,438-63.6% | $4,289-62.4% |
| Admin fee / account holder | $8 | $1,057-99.3% | $5,614-99.9% | $1,587-99.5% |