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... | $4,218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,063 | $52,293-34.9% | $178,490-80.9% | $73,409-53.6% |
| Participation rate | 85.4% | 65.3%+20.1pp | 81.9%+3.5pp | 72.2%+13.2pp |
| Annual return | 16.32% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,901 | $1,735+9.5% | $5,011-62.1% | $2,234-14.9% |
| Participant deferral / active EE | $1,583 | $2,332-32.1% | $5,202-69.6% | $3,805-58.4% |
| Admin fee / account holder | $4 | $127-96.5% | $13,984-100.0% | $158-97.2% |