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... | $0 |
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 | $8,222 | $47,722-82.8% | $82,719-90.1% | $64,808-87.3% |
| Participation rate | 92.9% | 67.6%+25.3pp | 72.6%+20.4pp | 71.5%+21.4pp |
| Annual return | -12.92% | -13.05%+0.1pp | 701.18%-714.1pp | 32.82%-45.7pp |
| Employer contribution / active EE | $1,274 | $2,179-41.5% | $3,009-57.7% | $2,506-49.2% |
| Participant deferral / active EE | $209 | $3,329-93.7% | $4,395-95.2% | $4,310-95.1% |
| Admin fee / account holder | $10 | $143-92.9% | $5,329-99.8% | $188-94.6% |