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... | $3,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,378 | $61,156-12.7% | $185,823-71.3% | $79,386-32.8% |
| Participation rate | 97.1% | 66.6%+30.4pp | 81.7%+15.4pp | 70.7%+26.4pp |
| Annual return | 27.05% | 19.45%+7.6pp | 122.05%-95.0pp | 116.85%-89.8pp |
| Employer contribution / active EE | $466 | $2,321-79.9% | $5,167-91.0% | $2,427-80.8% |
| Participant deferral / active EE | $2,628 | $2,789-5.8% | $5,568-52.8% | $4,046-35.1% |
| Admin fee / account holder | $10 | $710-98.6% | $16,237-99.9% | $626-98.4% |