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... | $1,728 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,146 | $61,272-0.2% | $149,673-59.1% | $71,457-14.4% |
| Participation rate | 92.3% | 62.5%+29.8pp | 78.8%+13.5pp | 67.9%+24.3pp |
| Annual return | 17.01% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,667 | $2,378-29.9% | $4,818-65.4% | $2,588-35.6% |
| Participant deferral / active EE | $4,428 | $2,917+51.8% | $5,680-22.0% | $4,289+3.2% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |