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... | $2,865 |
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 | $142,500 | $61,272+132.6% | $149,673-4.8% | $71,457+99.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 12.42% | 35.85%-23.4pp | 134.42%-122.0pp | 28.85%-16.4pp |
| Employer contribution / active EE | $1,584 | $2,378-33.4% | $4,818-67.1% | $2,588-38.8% |
| Participant deferral / active EE | $3,195 | $2,917+9.5% | $5,680-43.8% | $4,289-25.5% |
| Admin fee / account holder | $9 | $1,261-99.3% | $13,210-99.9% | $1,587-99.4% |