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 9-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... | $2,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,445 | $65,908-53.8% | $81,812-62.8% | $77,643-60.8% |
| Participation rate | 72.1% | 65.8%+6.3pp | 72.3%-0.2pp | 70.6%+1.6pp |
| Annual return | 13.26% | 26.64%-13.4pp | 773.79%-760.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,194 | $2,370-49.6% | $2,912-59.0% | $2,726-56.2% |
| Participant deferral / active EE | $1,666 | $3,505-52.5% | $4,319-61.4% | $4,647-64.2% |
| Admin fee / account holder | $10 | $526-98.1% | $7,386-99.9% | $430-97.7% |