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... | $1,395 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,232 | $85,202-88.0% | $172,739-94.1% | $72,985-86.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.93% | 27.32%-9.4pp | 802.84%-784.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $690 | $3,324-79.3% | $5,143-86.6% | $2,440-71.7% |
| Participant deferral / active EE | $593 | $3,260-81.8% | $5,198-88.6% | $3,607-83.6% |
| Admin fee / account holder | $10 | $5,884-99.8% | $13,954-99.9% | $5,124-99.8% |