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... | $4,969 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,913 | $61,272-57.7% | $149,673-82.7% | $71,457-63.7% |
| Participation rate | 88.3% | 62.5%+25.8pp | 78.8%+9.5pp | 67.9%+20.3pp |
| Annual return | 8.80% | 35.85%-27.1pp | 134.42%-125.6pp | 28.85%-20.0pp |
| Employer contribution / active EE | $2,041 | $2,378-14.2% | $4,818-57.6% | $2,588-21.1% |
| Participant deferral / active EE | $914 | $2,917-68.7% | $5,680-83.9% | $4,289-78.7% |
| Admin fee / account holder | $12 | $1,261-99.0% | $13,210-99.9% | $1,587-99.2% |