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... | $1,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,402 | $61,272-63.4% | $149,673-85.0% | $71,457-68.7% |
| Participation rate | 81.9% | 62.5%+19.4pp | 78.8%+3.2pp | 67.9%+14.0pp |
| Annual return | 14.42% | 35.85%-21.4pp | 134.42%-120.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $898 | $2,378-62.3% | $4,818-81.4% | $2,588-65.3% |
| Participant deferral / active EE | $1,482 | $2,917-49.2% | $5,680-73.9% | $4,289-65.4% |
| Admin fee / account holder | $6 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |