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... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,647 | $65,061-62.1% | $143,757-82.9% | $66,914-63.2% |
| Participation rate | 77.7% | 65.2%+12.5pp | 80.3%-2.6pp | 69.8%+7.9pp |
| Annual return | -8.74% | -11.14%+2.4pp | -0.04%-8.7pp | 1.58%-10.3pp |
| Employer contribution / active EE | $2,355 | $2,361-0.3% | $4,951-52.4% | $2,544-7.5% |
| Participant deferral / active EE | $973 | $2,919-66.7% | $5,637-82.7% | $4,237-77.0% |
| Admin fee / account holder | $11 | $502-97.8% | $14,673-99.9% | $593-98.1% |