Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | Account maintenance fees; Recordkeepi... | $4,363 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,396 | $50,820-55.9% | $155,567-85.6% | $77,671-71.2% |
| Participation rate | 73.4% | 63.1%+10.3pp | 78.2%-4.8pp | 70.6%+2.8pp |
| Annual return | 13.93% | 34.85%-20.9pp | 64.74%-50.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $1,584 | $1,993-20.5% | $4,674-66.1% | $2,726-41.9% |
| Participant deferral / active EE | $3,969 | $2,823+40.6% | $5,628-29.5% | $4,648-14.6% |
| Admin fee / account holder | $11 | $436-97.4% | $15,916-99.9% | $430-97.4% |