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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $28,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,995 | $49,915-41.9% | $154,803-81.3% | $74,304-61.0% |
| Participation rate | 83.1% | 54.0%+29.1pp | 78.1%+5.0pp | 60.3%+22.7pp |
| Annual return | 15.47% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,277 | $1,611-20.8% | $4,305-70.4% | $2,241-43.0% |
| Participant deferral / active EE | $2,995 | $2,255+32.8% | $5,540-45.9% | $3,767-20.5% |
| Admin fee / account holder | $264 | $2,189-87.9% | $14,329-98.2% | $2,969-91.1% |