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 4-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... | $893 |
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 | $4,061 | $79,694-94.9% | $96,139-95.8% | $79,386-94.9% |
| Participation rate | 75.0% | 54.0%+21.0pp | 68.4%+6.6pp | 70.7%+4.3pp |
| Annual return | 0.00% | 40.84%-40.8pp | 191.94%-191.9pp | 116.85%-116.9pp |
| Employer contribution / active EE | $1,095 | $1,443-24.2% | $2,797-60.9% | $2,427-54.9% |
| Participant deferral / active EE | $1,534 | $2,539-39.6% | $4,349-64.7% | $4,046-62.1% |
| Admin fee / account holder | $7 | $630-98.9% | $5,537-99.9% | $626-98.9% |