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... | $4,649 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,428 | $47,126-35.4% | $149,673-79.7% | $74,419-59.1% |
| Participation rate | 98.7% | 63.4%+35.3pp | 78.8%+20.0pp | 70.7%+28.0pp |
| Annual return | 16.83% | 22.75%-5.9pp | 134.42%-117.6pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,510 | $1,905-20.7% | $4,818-68.7% | $2,637-42.7% |
| Participant deferral / active EE | $2,893 | $2,728+6.0% | $5,680-49.1% | $4,528-36.1% |
| Admin fee / account holder | $6 | $343-98.1% | $13,210-100.0% | $348-98.1% |