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... | $411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,527 | $65,061-56.2% | $143,757-80.2% | $66,914-57.4% |
| Participation rate | 78.2% | 65.2%+13.0pp | 80.3%-2.1pp | 69.8%+8.4pp |
| Annual return | -14.40% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,321 | $2,361-44.1% | $4,951-73.3% | $2,544-48.1% |
| Participant deferral / active EE | $2,167 | $2,919-25.8% | $5,637-61.6% | $4,237-48.9% |
| Admin fee / account holder | $4 | $502-99.2% | $14,673-100.0% | $593-99.3% |