Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $2,154 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,092 | $86,922+29.0% | $102,438+9.4% | $80,874+38.6% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 12.57% | 18.90%-6.3pp | 29.37%-16.8pp | 35.62%-23.0pp |
| Employer contribution / active EE | $2,701 | $2,369+14.0% | $3,024-10.7% | $2,756-2.0% |
| Participant deferral / active EE | $5,129 | $4,119+24.5% | $5,054+1.5% | $4,297+19.4% |
| Admin fee / account holder | $15 | $8,050-99.8% | $9,448-99.8% | $6,935-99.8% |