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... | $1,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,478 | $65,061-70.1% | $143,757-86.5% | $66,914-70.9% |
| Participation rate | 88.0% | 65.2%+22.8pp | 80.3%+7.7pp | 69.8%+18.2pp |
| Annual return | -13.28% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $903 | $2,361-61.7% | $4,951-81.8% | $2,544-64.5% |
| Participant deferral / active EE | $1,320 | $2,919-54.8% | $5,637-76.6% | $4,237-68.9% |
| Admin fee / account holder | $9 | $502-98.1% | $14,673-99.9% | $593-98.4% |