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 3-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) | $5,139 |
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 | $13,312 | $101,317-86.9% | $146,958-90.9% | $74,495-82.1% |
| Participation rate | 97.0% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 50.21% | 8730.91%-8680.7pp | 418.34%-368.1pp | 1364.94%-1314.7pp |
| Employer contribution / active EE | $2,750 | $3,810-27.8% | $4,933-44.2% | $2,623+4.8% |
| Participant deferral / active EE | $3,435 | $7,303-53.0% | $8,070-57.4% | $4,346-21.0% |
| Admin fee / account holder | $18 | $1,739-99.0% | $12,998-99.9% | $1,942-99.1% |