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... | $15,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,002 | $50,815-3.6% | $155,509-68.5% | $77,643-36.9% |
| Participation rate | 94.6% | 63.1%+31.5pp | 78.2%+16.4pp | 70.6%+24.1pp |
| Annual return | 18.28% | 34.80%-16.5pp | 64.67%-46.4pp | 31.24%-13.0pp |
| Employer contribution / active EE | $2,718 | $1,993+36.4% | $4,672-41.8% | $2,726-0.3% |
| Participant deferral / active EE | $4,216 | $2,822+49.4% | $5,626-25.1% | $4,647-9.3% |
| Admin fee / account holder | $15 | $437-96.5% | $15,912-99.9% | $430-96.5% |