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... | $885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,213 | $65,061+32.5% | $143,757-40.0% | $66,914+28.8% |
| Participation rate | 91.5% | 65.2%+26.3pp | 80.3%+11.2pp | 69.8%+21.7pp |
| Annual return | -15.83% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,630 | $2,361+11.4% | $4,951-46.9% | $2,544+3.4% |
| Participant deferral / active EE | $6,368 | $2,919+118.2% | $5,637+13.0% | $4,237+50.3% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.2% |