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... | $4,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,944 | $51,197+1.5% | $82,719-37.2% | $66,914-22.4% |
| Participation rate | 96.3% | 67.8%+28.4pp | 72.6%+23.7pp | 69.8%+26.4pp |
| Annual return | -13.08% | -9.64%-3.4pp | 701.18%-714.3pp | 1.58%-14.7pp |
| Employer contribution / active EE | $4,658 | $2,611+78.4% | $3,009+54.8% | $2,544+83.1% |
| Participant deferral / active EE | $2,549 | $3,458-26.3% | $4,395-42.0% | $4,237-39.8% |
| Admin fee / account holder | $15 | $416-96.5% | $5,329-99.7% | $593-97.5% |