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... | $0 |
Employer 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 | $11,647 | $65,061-82.1% | $143,757-91.9% | $66,914-82.6% |
| Participation rate | 89.7% | 65.2%+24.5pp | 80.3%+9.4pp | 69.8%+19.9pp |
| Annual return | -11.82% | -11.14%-0.7pp | -0.04%-11.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $286 | $2,361-87.9% | $4,951-94.2% | $2,544-88.8% |
| Participant deferral / active EE | $1,272 | $2,919-56.4% | $5,637-77.4% | $4,237-70.0% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |