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... | $3,234 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,578 | $46,292-81.5% | $143,757-94.0% | $64,808-86.8% |
| Participation rate | 75.6% | 64.2%+11.3pp | 80.3%-4.8pp | 71.5%+4.1pp |
| Annual return | -13.54% | -10.05%-3.5pp | -0.04%-13.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $550 | $1,910-71.2% | $4,951-88.9% | $2,506-78.0% |
| Participant deferral / active EE | $775 | $2,646-70.7% | $5,637-86.3% | $4,310-82.0% |
| Admin fee / account holder | $5 | $154-96.7% | $14,673-100.0% | $188-97.3% |