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... | $4,665 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,927 | $55,415+219.3% | $155,509+13.8% | $74,495+137.5% |
| Participation rate | 84.6% | 61.9%+22.7pp | 78.2%+6.4pp | 67.2%+17.4pp |
| Annual return | 10.93% | 268.50%-257.6pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $8,395 | $2,267+270.3% | $4,672+79.7% | $2,623+220.0% |
| Participant deferral / active EE | $4,278 | $2,836+50.8% | $5,626-24.0% | $4,346-1.6% |
| Admin fee / account holder | $13 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |