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... | $3,170 |
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 | $9,181 | $52,208-82.4% | $86,612-89.4% | $74,419-87.7% |
| Participation rate | 96.0% | 66.3%+29.7pp | 71.7%+24.3pp | 70.7%+25.3pp |
| Annual return | 14.12% | 44.46%-30.3pp | 591.07%-576.9pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,581 | $2,282-30.7% | $3,022-47.7% | $2,637-40.1% |
| Participant deferral / active EE | $232 | $3,383-93.1% | $4,438-94.8% | $4,528-94.9% |
| Admin fee / account holder | $9 | $319-97.3% | $5,614-99.8% | $348-97.6% |