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... | $2,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,070 | $47,126-29.8% | $149,673-77.9% | $74,419-55.6% |
| Participation rate | 90.5% | 63.4%+27.1pp | 78.8%+11.7pp | 70.7%+19.8pp |
| Annual return | 15.55% | 22.75%-7.2pp | 134.42%-118.9pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,565 | $1,905-17.9% | $4,818-67.5% | $2,637-40.7% |
| Participant deferral / active EE | $1,799 | $2,728-34.1% | $5,680-68.3% | $4,528-60.3% |
| Admin fee / account holder | $5 | $343-98.5% | $13,210-100.0% | $348-98.5% |