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... | $1,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,567 | $58,208-47.5% | $81,812-62.6% | $80,856-62.2% |
| Participation rate | 96.9% | 63.4%+33.5pp | 72.3%+24.6pp | 67.6%+29.3pp |
| Annual return | 14.87% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,584 | $2,340-32.3% | $2,912-45.6% | $2,755-42.5% |
| Participant deferral / active EE | $3,210 | $3,281-2.2% | $4,319-25.7% | $4,296-25.3% |
| Admin fee / account holder | $6 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |