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 4-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $7,911 |
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 | $3,761 | $61,272-93.9% | $149,673-97.5% | $71,457-94.7% |
| Participation rate | 93.3% | 62.5%+30.8pp | 78.8%+14.6pp | 67.9%+25.4pp |
| Annual return | 72.68% | 35.85%+36.8pp | 134.42%-61.7pp | 28.85%+43.8pp |
| Employer contribution / active EE | $2,194 | $2,378-7.8% | $4,818-54.5% | $2,588-15.2% |
| Participant deferral / active EE | $1,102 | $2,917-62.2% | $5,680-80.6% | $4,289-74.3% |
| Admin fee / account holder | $50 | $1,261-96.1% | $13,210-99.6% | $1,587-96.9% |