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... | $270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,907 | $53,822-27.7% | $75,696-48.6% | $85,850-54.7% |
| Participation rate | 90.2% | 69.1%+21.1pp | 74.8%+15.4pp | 69.3%+20.9pp |
| Annual return | 15.59% | 24.54%-9.0pp | 104.53%-88.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $553 | $2,017-72.6% | $2,743-79.9% | $2,565-78.5% |
| Participant deferral / active EE | $3,823 | $2,895+32.1% | $3,8210% | $3,952-3.3% |
| Admin fee / account holder | $3 | $3,343-99.9% | $3,619-99.9% | $6,260-100.0% |