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... | $2,033 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,548 | $49,915+7.3% | $154,803-65.4% | $74,304-27.9% |
| Participation rate | 97.1% | 54.0%+43.2pp | 78.1%+19.0pp | 60.3%+36.8pp |
| Annual return | 11.25% | 34.06%-22.8pp | 58.88%-47.6pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,537 | $1,611-4.6% | $4,305-64.3% | $2,241-31.4% |
| Participant deferral / active EE | $4,821 | $2,255+113.8% | $5,540-13.0% | $3,767+28.0% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |