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 |
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 | $6,404 | $26,114-75.5% | $58,482-89.1% | $74,419-91.4% |
| Participation rate | 76.4% | 32.1%+44.3pp | 50.9%+25.6pp | 70.7%+5.7pp |
| Annual return | 19.17% | 32.51%-13.3pp | 4239.32%-4220.1pp | 34.38%-15.2pp |
| Employer contribution / active EE | $147 | $536-72.5% | $1,053-86.0% | $2,637-94.4% |
| Participant deferral / active EE | $429 | $1,075-60.1% | $1,924-77.7% | $4,528-90.5% |
| Admin fee / account holder | $8 | $649-98.8% | $2,516-99.7% | $348-97.7% |