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 5-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,290 | $119,446-76.3% | $150,045-81.1% | $85,563-66.9% |
| Participation rate | 77.1% | 75.4%+1.6pp | 82.3%-5.3pp | 66.0%+11.1pp |
| Annual return | 26.32% | 23.72%+2.6pp | 62.55%-36.2pp | 31.51%-5.2pp |
| Employer contribution / active EE | $2,499 | $4,078-38.7% | $4,693-46.8% | $2,654-5.8% |
| Participant deferral / active EE | $4,502 | $7,985-43.6% | $7,997-43.7% | $4,375+2.9% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |