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... | $10,137 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,720 | $50,815-65.1% | $155,509-88.6% | $77,643-77.2% |
| Participation rate | 94.7% | 63.1%+31.6pp | 78.2%+16.6pp | 70.6%+24.2pp |
| Annual return | 13.02% | 34.80%-21.8pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $739 | $1,993-62.9% | $4,672-84.2% | $2,726-72.9% |
| Participant deferral / active EE | $1,013 | $2,822-64.1% | $5,626-82.0% | $4,647-78.2% |
| Admin fee / account holder | $22 | $437-94.9% | $15,912-99.9% | $430-94.8% |