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 10-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... | $8,288 |
Annual investment return 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 | $10,679 | $52,293-79.6% | $178,490-94.0% | $73,409-85.5% |
| Participation rate | 84.9% | 65.3%+19.6pp | 81.9%+3.0pp | 72.2%+12.7pp |
| Annual return | 10.60% | 34.75%-24.1pp | 151.07%-140.5pp | 59.29%-48.7pp |
| Employer contribution / active EE | $327 | $1,735-81.2% | $5,011-93.5% | $2,234-85.4% |
| Participant deferral / active EE | $896 | $2,332-61.6% | $5,202-82.8% | $3,805-76.5% |
| Admin fee / account holder | $7 | $127-94.5% | $13,984-100.0% | $158-95.6% |