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... | $2,697 |
Annual investment return 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 | $40,121 | $45,343-11.5% | $150,298-73.3% | $67,986-41.0% |
| Participation rate | 98.4% | 51.9%+46.5pp | 77.8%+20.6pp | 57.2%+41.2pp |
| Annual return | 10.93% | 33.28%-22.3pp | 62.79%-51.9pp | 31.67%-20.7pp |
| Employer contribution / active EE | $2,327 | $1,462+59.2% | $4,154-44.0% | $2,019+15.3% |
| Participant deferral / active EE | $2,326 | $2,055+13.2% | $5,453-57.3% | $3,358-30.7% |
| Admin fee / account holder | $12 | $2,250-99.5% | $14,116-99.9% | $3,203-99.6% |