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... | $2,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,939 | $95,416-58.1% | $185,823-78.5% | $85,850-53.5% |
| Participation rate | 91.7% | 68.8%+22.9pp | 81.7%+10.0pp | 69.3%+22.4pp |
| Annual return | 13.64% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,151 | $3,314-65.3% | $5,167-77.7% | $2,565-55.1% |
| Participant deferral / active EE | $2,595 | $3,423-24.2% | $5,568-53.4% | $3,952-34.3% |
| Admin fee / account holder | $17 | $7,213-99.8% | $16,237-99.9% | $6,260-99.7% |