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... | $2,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,736 | $66,124-56.5% | $90,404-68.2% | $73,488-60.9% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 14.34% | 17.65%-3.3pp | 1293.02%-1278.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $951 | $2,346-59.5% | $3,262-70.9% | $2,270-58.1% |
| Participant deferral / active EE | $2,019 | $3,039-33.6% | $3,963-49.1% | $3,740-46.0% |
| Admin fee / account holder | $7 | $396-98.1% | $5,611-99.9% | $513-98.6% |