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 7-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... | $1,073 |
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 | $6,277 | $47,126-86.7% | $149,673-95.8% | $74,419-91.6% |
| Participation rate | 87.7% | 63.4%+24.3pp | 78.8%+9.0pp | 70.7%+17.0pp |
| Annual return | 18.14% | 22.75%-4.6pp | 134.42%-116.3pp | 34.38%-16.2pp |
| Employer contribution / active EE | $572 | $1,905-70.0% | $4,818-88.1% | $2,637-78.3% |
| Participant deferral / active EE | $943 | $2,728-65.4% | $5,680-83.4% | $4,528-79.2% |
| Admin fee / account holder | $5 | $343-98.5% | $13,210-100.0% | $348-98.5% |