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... | $5,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,771 | $46,292-37.8% | $143,757-80.0% | $64,808-55.6% |
| Participation rate | 71.8% | 64.2%+7.6pp | 80.3%-8.5pp | 71.5%+0.4pp |
| Annual return | -13.29% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,954 | $1,910+2.3% | $4,951-60.5% | $2,506-22.0% |
| Participant deferral / active EE | $1,632 | $2,646-38.3% | $5,637-71.1% | $4,310-62.1% |
| Admin fee / account holder | $5 | $154-96.6% | $14,673-100.0% | $188-97.2% |