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... | $1,615 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,066 | $66,914-58.1% | - | $66,914-58.1% |
| Participation rate | 90.4% | 69.8%+20.6pp | - | 69.8%+20.6pp |
| Annual return | -15.77% | 1.58%-17.4pp | - | 1.58%-17.4pp |
| Employer contribution / active EE | $3,106 | $2,544+22.1% | - | $2,544+22.1% |
| Participant deferral / active EE | $4,219 | $4,237-0.4% | - | $4,237-0.4% |
| Admin fee / account holder | $4 | $593-99.3% | - | $593-99.3% |