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; Recordkeepi... | $2,373 |
Participant contribution per participant 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 | $36,446 | $65,061-44.0% | $143,757-74.6% | $66,914-45.5% |
| Participation rate | 94.6% | 65.2%+29.4pp | 80.3%+14.3pp | 69.8%+24.8pp |
| Annual return | -3.04% | -11.14%+8.1pp | -0.04%-3.0pp | 1.58%-4.6pp |
| Employer contribution / active EE | $2,289 | $2,361-3.0% | $4,951-53.8% | $2,544-10.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $13 | $502-97.4% | $14,673-99.9% | $593-97.8% |