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... | $883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,779 | $51,197+75.4% | $82,719+8.5% | $66,914+34.2% |
| Participation rate | 88.6% | 67.8%+20.8pp | 72.6%+16.0pp | 69.8%+18.8pp |
| Annual return | -18.09% | -9.64%-8.5pp | 701.18%-719.3pp | 1.58%-19.7pp |
| Employer contribution / active EE | $6,546 | $2,611+150.7% | $3,009+117.6% | $2,544+157.3% |
| Participant deferral / active EE | $7,183 | $3,458+107.7% | $4,395+63.4% | $4,237+69.5% |
| Admin fee / account holder | $5 | $416-98.7% | $5,329-99.9% | $593-99.1% |