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 | $23,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,833 | $49,915-50.2% | $154,803-84.0% | $74,304-66.6% |
| Participation rate | 96.4% | 54.0%+42.4pp | 78.1%+18.3pp | 60.3%+36.0pp |
| Annual return | 18.21% | 34.06%-15.8pp | 58.88%-40.7pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,053 | $1,611-34.7% | $4,305-75.6% | $2,241-53.0% |
| Participant deferral / active EE | $2,443 | $2,255+8.4% | $5,540-55.9% | $3,767-35.2% |
| Admin fee / account holder | $126 | $2,189-94.2% | $14,329-99.1% | $2,969-95.8% |