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... | $486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,468 | $95,416+49.3% | $185,823-23.3% | $85,850+66.0% |
| Participation rate | 93.0% | 68.8%+24.3pp | 81.7%+11.3pp | 69.3%+23.7pp |
| Annual return | 21.67% | 23.59%-1.9pp | 122.05%-100.4pp | 318.53%-296.9pp |
| Employer contribution / active EE | $8,216 | $3,314+148.0% | $5,167+59.0% | $2,565+220.3% |
| Participant deferral / active EE | $4,502 | $3,423+31.5% | $5,568-19.1% | $3,952+13.9% |
| Admin fee / account holder | $6 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |