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... | $736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,862 | $58,879-17.0% | $178,490-72.6% | $73,488-33.5% |
| Participation rate | 88.7% | 66.2%+22.5pp | 81.9%+6.8pp | 70.7%+18.0pp |
| Annual return | 20.86% | 24.86%-4.0pp | 151.07%-130.2pp | 28.51%-7.7pp |
| Employer contribution / active EE | $1,873 | $2,236-16.2% | $5,011-62.6% | $2,270-17.5% |
| Participant deferral / active EE | $1,154 | $2,567-55.1% | $5,202-77.8% | $3,740-69.1% |
| Admin fee / account holder | $5 | $400-98.8% | $13,984-100.0% | $513-99.0% |