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... | $1,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,831 | $61,156-33.2% | $185,823-78.0% | $79,386-48.6% |
| Participation rate | 95.5% | 66.6%+28.8pp | 81.7%+13.8pp | 70.7%+24.7pp |
| Annual return | 16.38% | 19.45%-3.1pp | 122.05%-105.7pp | 116.85%-100.5pp |
| Employer contribution / active EE | $2,802 | $2,321+20.7% | $5,167-45.8% | $2,427+15.4% |
| Participant deferral / active EE | $3,994 | $2,789+43.2% | $5,568-28.3% | $4,046-1.3% |
| Admin fee / account holder | $5 | $710-99.3% | $16,237-100.0% | $626-99.2% |