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 4-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... | $2,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,466 | $55,415-41.4% | $155,509-79.1% | $74,495-56.4% |
| Participation rate | 94.2% | 61.9%+32.3pp | 78.2%+16.0pp | 67.2%+27.0pp |
| Annual return | 18.34% | 268.50%-250.2pp | 64.67%-46.3pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,614 | $2,267+15.3% | $4,672-44.0% | $2,623-0.3% |
| Participant deferral / active EE | $5,344 | $2,836+88.4% | $5,626-5.0% | $4,346+23.0% |
| Admin fee / account holder | $15 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |