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... | $1,603 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,771 | $65,061+53.4% | $143,757-30.6% | $66,914+49.1% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -9.22% | -11.14%+1.9pp | -0.04%-9.2pp | 1.58%-10.8pp |
| Employer contribution / active EE | $4,202 | $2,361+78.0% | $4,951-15.1% | $2,544+65.1% |
| Participant deferral / active EE | $3,353 | $2,919+14.9% | $5,637-40.5% | $4,237-20.9% |
| Admin fee / account holder | $11 | $502-97.8% | $14,673-99.9% | $593-98.2% |