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... | $802 |
Annual investment return 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 | $33,752 | $58,264-42.1% | $86,612-61.0% | $71,457-52.8% |
| Participation rate | 79.8% | 65.0%+14.8pp | 71.7%+8.1pp | 67.9%+11.9pp |
| Annual return | 7.16% | 21.63%-14.5pp | 591.07%-583.9pp | 28.85%-21.7pp |
| Employer contribution / active EE | $2,134 | $2,574-17.1% | $3,022-29.4% | $2,588-17.5% |
| Participant deferral / active EE | $1,274 | $3,436-62.9% | $4,438-71.3% | $4,289-70.3% |
| Admin fee / account holder | $5 | $1,057-99.5% | $5,614-99.9% | $1,587-99.7% |