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... | $1,052 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,982 | $91,407-28.9% | $135,903-52.2% | $71,457-9.1% |
| Participation rate | 81.2% | 75.7%+5.6pp | 81.9%-0.7pp | 67.9%+13.3pp |
| Annual return | 17.92% | 29.90%-12.0pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,119 | $3,703-69.8% | $4,856-76.9% | $2,588-56.7% |
| Participant deferral / active EE | $3,013 | $7,092-57.5% | $7,758-61.2% | $4,289-29.7% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-100.0% | $1,587-99.7% |