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... | $4,764 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,139 | $47,722-55.7% | $82,719-74.4% | $64,808-67.4% |
| Participation rate | 98.9% | 67.6%+31.3pp | 72.6%+26.3pp | 71.5%+27.4pp |
| Annual return | -16.07% | -13.05%-3.0pp | 701.18%-717.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,344 | $2,179+7.6% | $3,009-22.1% | $2,506-6.5% |
| Participant deferral / active EE | $3,712 | $3,329+11.5% | $4,395-15.5% | $4,310-13.9% |
| Admin fee / account holder | $6 | $143-95.6% | $5,329-99.9% | $188-96.6% |