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... | $1,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,548 | $73,933-30.3% | $96,683-46.7% | $75,163-31.4% |
| Participation rate | 98.6% | 66.4%+32.2pp | 74.3%+24.3pp | 67.2%+31.4pp |
| Annual return | 17.58% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,009 | $2,928-31.4% | $3,737-46.2% | $2,670-24.7% |
| Participant deferral / active EE | $2,253 | $3,659-38.4% | $4,878-53.8% | $4,125-45.4% |
| Admin fee / account holder | $10 | $5,216-99.8% | $6,730-99.9% | $5,651-99.8% |