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 | Recordkeeping and information managem... | $1,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,871 | $61,156-57.7% | $185,823-86.1% | $79,386-67.4% |
| Participation rate | 82.9% | 66.6%+16.3pp | 81.7%+1.2pp | 70.7%+12.2pp |
| Annual return | 14.00% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.9pp |
| Employer contribution / active EE | $956 | $2,321-58.8% | $5,167-81.5% | $2,427-60.6% |
| Participant deferral / active EE | $1,855 | $2,789-33.5% | $5,568-66.7% | $4,046-54.2% |
| Admin fee / account holder | $11 | $710-98.4% | $16,237-99.9% | $626-98.2% |