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... | $1,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,984 | $66,124-19.9% | $90,404-41.4% | $73,488-27.9% |
| Participation rate | 99.2% | 69.7%+29.6pp | 72.7%+26.6pp | 70.7%+28.6pp |
| Annual return | 12.65% | 17.65%-5.0pp | 1293.02%-1280.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,178 | $2,346-49.8% | $3,262-63.9% | $2,270-48.1% |
| Participant deferral / active EE | $1,530 | $3,039-49.7% | $3,963-61.4% | $3,740-59.1% |
| Admin fee / account holder | $8 | $396-98.0% | $5,611-99.9% | $513-98.5% |