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... | $1,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,110 | $46,292-22.0% | $143,757-74.9% | $64,808-44.3% |
| Participation rate | 78.4% | 64.2%+14.2pp | 80.3%-1.9pp | 71.5%+6.9pp |
| Annual return | -11.54% | -10.05%-1.5pp | -0.04%-11.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $1,756 | $1,910-8.0% | $4,951-64.5% | $2,506-29.9% |
| Participant deferral / active EE | $2,015 | $2,646-23.9% | $5,637-64.3% | $4,310-53.3% |
| Admin fee / account holder | $5 | $154-96.6% | $14,673-100.0% | $188-97.2% |