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... | $5,253 |
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 | $20,732 | $49,915-58.5% | $154,803-86.6% | $74,304-72.1% |
| Participation rate | 95.0% | 54.0%+41.0pp | 78.1%+16.9pp | 60.3%+34.7pp |
| Annual return | 7.62% | 34.06%-26.4pp | 58.88%-51.3pp | 29.43%-21.8pp |
| Employer contribution / active EE | $3,084 | $1,611+91.4% | $4,305-28.4% | $2,241+37.6% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $17 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |