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 6-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... | $2,044 |
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 | $5,935 | $49,915-88.1% | $154,803-96.2% | $74,304-92.0% |
| Participation rate | 81.8% | 54.0%+27.9pp | 78.1%+3.7pp | 60.3%+21.5pp |
| Annual return | 15.85% | 34.06%-18.2pp | 58.88%-43.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,960 | $1,611+21.7% | $4,305-54.5% | $2,241-12.5% |
| Participant deferral / active EE | $890 | $2,255-60.5% | $5,540-83.9% | $3,767-76.4% |
| Admin fee / account holder | $5 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |