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 9-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... | $4,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,396 | $50,815-55.9% | $155,509-85.6% | $77,643-71.2% |
| Participation rate | 73.4% | 63.1%+10.3pp | 78.2%-4.8pp | 70.6%+2.8pp |
| Annual return | 13.93% | 34.80%-20.9pp | 64.67%-50.7pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,584 | $1,993-20.5% | $4,672-66.1% | $2,726-41.9% |
| Participant deferral / active EE | $3,969 | $2,822+40.7% | $5,626-29.4% | $4,647-14.6% |
| Admin fee / account holder | $11 | $437-97.4% | $15,912-99.9% | $430-97.4% |