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 | Account maintenance fees; Participant... | $2,743 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,316 | $55,415-27.2% | $155,509-74.1% | $74,495-45.9% |
| Participation rate | 86.1% | 61.9%+24.2pp | 78.2%+7.9pp | 67.2%+18.9pp |
| Annual return | 12.04% | 268.50%-256.5pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,481 | $2,267-34.7% | $4,672-68.3% | $2,623-43.5% |
| Participant deferral / active EE | $2,281 | $2,836-19.6% | $5,626-59.4% | $4,346-47.5% |
| Admin fee / account holder | $14 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |