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... | $4,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,394 | $50,815-18.5% | $155,509-73.4% | $77,643-46.7% |
| Participation rate | 76.4% | 63.1%+13.3pp | 78.2%-1.8pp | 70.6%+5.8pp |
| Annual return | 17.14% | 34.80%-17.7pp | 64.67%-47.5pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,161 | $1,993-41.7% | $4,672-75.1% | $2,726-57.4% |
| Participant deferral / active EE | $1,650 | $2,822-41.5% | $5,626-70.7% | $4,647-64.5% |
| Admin fee / account holder | $11 | $437-97.6% | $15,912-99.9% | $430-97.6% |