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... | $918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,105 | $76,050-47.3% | $96,544-58.5% | $71,457-43.9% |
| Participation rate | 85.6% | 74.4%+11.2pp | 76.0%+9.7pp | 67.9%+17.7pp |
| Annual return | 18.43% | 22.81%-4.4pp | 25.84%-7.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $772 | $2,244-65.6% | $2,965-74.0% | $2,588-70.2% |
| Participant deferral / active EE | $2,516 | $4,215-40.3% | $4,851-48.1% | $4,289-41.3% |
| Admin fee / account holder | $5 | $2,707-99.8% | $8,252-99.9% | $1,587-99.7% |