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... | $3,461 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,012 | $49,915+40.3% | $154,803-54.8% | $74,304-5.8% |
| Participation rate | 96.0% | 54.0%+42.0pp | 78.1%+17.9pp | 60.3%+35.7pp |
| Annual return | 11.56% | 34.06%-22.5pp | 58.88%-47.3pp | 29.43%-17.9pp |
| Employer contribution / active EE | $1,090 | $1,611-32.4% | $4,305-74.7% | $2,241-51.4% |
| Participant deferral / active EE | $2,165 | $2,255-4.0% | $5,540-60.9% | $3,767-42.5% |
| Admin fee / account holder | $14 | $2,189-99.4% | $14,329-99.9% | $2,969-99.5% |