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... | $4,321 |
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 | $8,738 | $52,293-83.3% | $178,490-95.1% | $73,409-88.1% |
| Participation rate | 82.3% | 65.3%+17.0pp | 81.9%+0.4pp | 72.2%+10.2pp |
| Annual return | 17.63% | 34.75%-17.1pp | 151.07%-133.4pp | 59.29%-41.7pp |
| Employer contribution / active EE | $425 | $1,735-75.5% | $5,011-91.5% | $2,234-81.0% |
| Participant deferral / active EE | $713 | $2,332-69.4% | $5,202-86.3% | $3,805-81.3% |
| Admin fee / account holder | $7 | $127-94.3% | $13,984-99.9% | $158-95.4% |