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 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Recordkeeping | $443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,699 | $66,813+16.3% | $100,516-22.7% | $73,488+5.7% |
| Participation rate | 78.6% | 77.5%+1.2pp | 79.4%-0.8pp | 70.7%+7.9pp |
| Annual return | 17.44% | 25.70%-8.3pp | 30.89%-13.5pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,594 | $2,147-25.7% | $3,418-53.4% | $2,270-29.8% |
| Participant deferral / active EE | $8,171 | $5,883+38.9% | $6,270+30.3% | $3,740+118.5% |
| Admin fee / account holder | $212 | $512-58.7% | $8,081-97.4% | $513-58.8% |