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... | $2,294 |
Participant contribution per participant 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 | $16,734 | $47,126-64.5% | $149,673-88.8% | $74,419-77.5% |
| Participation rate | 83.0% | 63.4%+19.6pp | 78.8%+4.3pp | 70.7%+12.3pp |
| Annual return | 16.32% | 22.75%-6.4pp | 134.42%-118.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $828 | $1,905-56.5% | $4,818-82.8% | $2,637-68.6% |
| Participant deferral / active EE | $840 | $2,728-69.2% | $5,680-85.2% | $4,528-81.5% |
| Admin fee / account holder | $5 | $343-98.6% | $13,210-100.0% | $348-98.6% |