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... | $2,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,445 | $61,156-27.3% | $185,823-76.1% | $79,386-44.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 23.61% | 19.45%+4.2pp | 122.05%-98.4pp | 116.85%-93.2pp |
| Employer contribution / active EE | $2,870 | $2,321+23.7% | $5,167-44.5% | $2,427+18.2% |
| Participant deferral / active EE | $5,429 | $2,789+94.7% | $5,568-2.5% | $4,046+34.2% |
| Admin fee / account holder | $56 | $710-92.0% | $16,237-99.7% | $626-91.0% |