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... | $868 |
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 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 | $8,091 | $52,670-84.6% | $90,404-91.0% | $73,409-89.0% |
| Participation rate | 97.9% | 67.7%+30.2pp | 72.7%+25.2pp | 72.2%+25.7pp |
| Annual return | 109.24% | 20.70%+88.5pp | 1293.02%-1183.8pp | 59.29%+49.9pp |
| Employer contribution / active EE | $1,330 | $1,872-28.9% | $3,262-59.2% | $2,234-40.5% |
| Participant deferral / active EE | $114 | $2,807-95.9% | $3,963-97.1% | $3,805-97.0% |
| Admin fee / account holder | $128 | $117+9.5% | $5,611-97.7% | $158-19.0% |