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 | Account maintenance fees; Participant... | $789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,394 | $55,415-45.2% | $155,509-80.5% | $74,495-59.2% |
| Participation rate | 92.7% | 61.9%+30.8pp | 78.2%+14.6pp | 67.2%+25.5pp |
| Annual return | 42.43% | 268.50%-226.1pp | 64.67%-22.2pp | 1364.94%-1322.5pp |
| Employer contribution / active EE | $624 | $2,267-72.5% | $4,672-86.6% | $2,623-76.2% |
| Participant deferral / active EE | $3,913 | $2,836+38.0% | $5,626-30.5% | $4,346-10.0% |
| Admin fee / account holder | $2 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |