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... | $997 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,904 | $58,879-69.6% | $178,490-90.0% | $73,488-75.6% |
| Participation rate | 88.2% | 66.2%+22.0pp | 81.9%+6.3pp | 70.7%+17.6pp |
| Annual return | 7.81% | 24.86%-17.0pp | 151.07%-143.3pp | 28.51%-20.7pp |
| Employer contribution / active EE | $506 | $2,236-77.4% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $1,212 | $2,567-52.8% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $6 | $400-98.6% | $13,984-100.0% | $513-98.9% |