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... | $2,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,724 | $65,061-58.9% | $143,757-81.4% | $66,914-60.1% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -9.31% | -11.14%+1.8pp | -0.04%-9.3pp | 1.58%-10.9pp |
| Employer contribution / active EE | $968 | $2,361-59.0% | $4,951-80.5% | $2,544-62.0% |
| Participant deferral / active EE | $3,549 | $2,919+21.6% | $5,637-37.0% | $4,237-16.2% |
| Admin fee / account holder | $11 | $502-97.9% | $14,673-99.9% | $593-98.2% |