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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $53,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,746 | $47,722-67.0% | $82,719-81.0% | $64,808-75.7% |
| Participation rate | 83.4% | 67.6%+15.7pp | 72.6%+10.8pp | 71.5%+11.9pp |
| Annual return | -14.60% | -13.05%-1.6pp | 701.18%-715.8pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,855 | $2,179-14.9% | $3,009-38.3% | $2,506-26.0% |
| Participant deferral / active EE | $2,424 | $3,329-27.2% | $4,395-44.8% | $4,310-43.8% |
| Admin fee / account holder | $107 | $143-25.1% | $5,329-98.0% | $188-43.0% |