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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $18,145 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,802 | $109,359-76.4% | $162,163-84.1% | $72,985-64.6% |
| Participation rate | 89.6% | 84.3%+5.3pp | 87.6%+2.0pp | 69.5%+20.1pp |
| Annual return | 21.24% | 25.46%-4.2pp | 115.59%-94.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,669 | $3,907-31.7% | $5,614-52.5% | $2,440+9.4% |
| Participant deferral / active EE | $3,371 | $5,481-38.5% | $7,298-53.8% | $3,607-6.6% |
| Admin fee / account holder | $131 | $7,972-98.4% | $10,843-98.8% | $5,124-97.5% |