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 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $23,144 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $534,005 | $73,638+625.2% | $95,952+456.5% | $73,488+626.7% |
| Participation rate | 99.1% | 76.2%+23.0pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 13.34% | 16.78%-3.4pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $24,263 | $1,863+1202.3% | $2,541+854.9% | $2,270+968.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $48 | $482-90.1% | $6,795-99.3% | $513-90.7% |