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... | $2,129 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,454 | $46,292-42.9% | $143,757-81.6% | $64,808-59.2% |
| Participation rate | 95.2% | 64.2%+31.0pp | 80.3%+14.9pp | 71.5%+23.7pp |
| Annual return | -14.91% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,401 | $1,910-26.6% | $4,951-71.7% | $2,506-44.1% |
| Participant deferral / active EE | $3,516 | $2,646+32.9% | $5,637-37.6% | $4,310-18.4% |
| Admin fee / account holder | $5 | $154-97.0% | $14,673-100.0% | $188-97.6% |