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... | $3,123 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,123 | $60,323-11.9% | $81,812-35.1% | $74,495-28.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 23.90% | 16.90%+7.0pp | 773.79%-749.9pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $1,972 | $2,620-24.8% | $2,912-32.3% | $2,623-24.8% |
| Participant deferral / active EE | $3,604 | $3,387+6.4% | $4,319-16.6% | $4,346-17.1% |
| Admin fee / account holder | $14 | $1,486-99.1% | $7,386-99.8% | $1,942-99.3% |