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... | $3,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,174 | $55,415-58.2% | $155,509-85.1% | $74,495-68.9% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 14.38% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $811 | $2,267-64.2% | $4,672-82.6% | $2,623-69.1% |
| Participant deferral / active EE | $2,467 | $2,836-13.0% | $5,626-56.2% | $4,346-43.2% |
| Admin fee / account holder | $13 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |