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... | $11,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,836 | $50,815-43.3% | $155,509-81.5% | $77,643-62.9% |
| Participation rate | 97.6% | 63.1%+34.5pp | 78.2%+19.4pp | 70.6%+27.0pp |
| Annual return | 12.71% | 34.80%-22.1pp | 64.67%-52.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,799 | $1,993-9.7% | $4,672-61.5% | $2,726-34.0% |
| Participant deferral / active EE | $2,348 | $2,822-16.8% | $5,626-58.3% | $4,647-49.5% |
| Admin fee / account holder | $17 | $437-96.1% | $15,912-99.9% | $430-96.1% |