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... | $461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,311 | $84,487-62.9% | $125,339-75.0% | $66,914-53.2% |
| Participation rate | 86.8% | 76.4%+10.4pp | 82.4%+4.4pp | 69.8%+17.0pp |
| Annual return | -12.66% | -8.39%-4.3pp | 572.05%-584.7pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,952 | $3,553-45.1% | $4,814-59.5% | $2,544-23.3% |
| Participant deferral / active EE | $4,614 | $6,781-32.0% | $7,446-38.0% | $4,237+8.9% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.6% |