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... | $2,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,995 | $65,061+161.3% | $143,757+18.3% | $66,914+154.0% |
| Participation rate | 76.6% | 65.2%+11.4pp | 80.3%-3.7pp | 69.8%+6.8pp |
| Annual return | -11.58% | -11.14%-0.4pp | -0.04%-11.5pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,412 | $2,361-40.2% | $4,951-71.5% | $2,544-44.5% |
| Participant deferral / active EE | $3,040 | $2,919+4.2% | $5,637-46.1% | $4,237-28.2% |
| Admin fee / account holder | $17 | $502-96.6% | $14,673-99.9% | $593-97.1% |