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 9-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... | $2,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,094 | $50,820-32.9% | $155,567-78.1% | $77,671-56.1% |
| Participation rate | 81.1% | 63.1%+18.0pp | 78.2%+2.9pp | 70.6%+10.6pp |
| Annual return | 32.40% | 34.85%-2.4pp | 64.74%-32.3pp | 31.21%+1.2pp |
| Employer contribution / active EE | $1,832 | $1,993-8.1% | $4,674-60.8% | $2,726-32.8% |
| Participant deferral / active EE | $6,154 | $2,823+118.0% | $5,628+9.4% | $4,648+32.4% |
| Admin fee / account holder | $9 | $436-97.9% | $15,916-99.9% | $430-97.9% |