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... | $2,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,623 | $61,156-49.9% | $185,823-83.5% | $79,386-61.4% |
| Participation rate | 99.5% | 66.6%+32.8pp | 81.7%+17.8pp | 70.7%+28.8pp |
| Annual return | 11.97% | 19.45%-7.5pp | 122.05%-110.1pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,339 | $2,321-42.3% | $5,167-74.1% | $2,427-44.9% |
| Participant deferral / active EE | $3,753 | $2,789+34.6% | $5,568-32.6% | $4,046-7.2% |
| Admin fee / account holder | $7 | $710-99.0% | $16,237-100.0% | $626-98.9% |