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 | Account maintenance fees; Recordkeepi... | $3,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,613 | $50,815+7.5% | $155,509-64.9% | $77,643-29.7% |
| Participation rate | 97.4% | 63.1%+34.3pp | 78.2%+19.2pp | 70.6%+26.8pp |
| Annual return | 18.16% | 34.80%-16.6pp | 64.67%-46.5pp | 31.24%-13.1pp |
| Employer contribution / active EE | $822 | $1,993-58.8% | $4,672-82.4% | $2,726-69.9% |
| Participant deferral / active EE | $1,721 | $2,822-39.0% | $5,626-69.4% | $4,647-63.0% |
| Admin fee / account holder | $14 | $437-96.9% | $15,912-99.9% | $430-96.8% |