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 | Account maintenance fees; Participant... | $1,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,728 | $81,460-32.8% | $103,333-47.0% | $80,856-32.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.59% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,979 | $3,105-36.3% | $3,868-48.8% | $2,755-28.2% |
| Participant deferral / active EE | $1,879 | $3,869-51.4% | $5,057-62.8% | $4,296-56.3% |
| Admin fee / account holder | $10 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |