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... | $3,819 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,760 | $65,061+131.7% | $143,757+4.9% | $66,914+125.3% |
| Participation rate | 97.6% | 65.2%+32.4pp | 80.3%+17.3pp | 69.8%+27.8pp |
| Annual return | -10.01% | -11.14%+1.1pp | -0.04%-10.0pp | 1.58%-11.6pp |
| Employer contribution / active EE | $8,609 | $2,361+264.7% | $4,951+73.9% | $2,544+238.4% |
| Participant deferral / active EE | $4,866 | $2,919+66.7% | $5,637-13.7% | $4,237+14.9% |
| Admin fee / account holder | $13 | $502-97.4% | $14,673-99.9% | $593-97.8% |