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 7-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 | Account maintenance fees; Participant... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,332 | $65,061-76.4% | $143,757-89.3% | $66,914-77.1% |
| Participation rate | 90.2% | 65.2%+25.0pp | 80.3%+9.9pp | 69.8%+20.4pp |
| Annual return | -11.44% | -11.14%-0.3pp | -0.04%-11.4pp | 1.58%-13.0pp |
| Employer contribution / active EE | $910 | $2,361-61.5% | $4,951-81.6% | $2,544-64.2% |
| Participant deferral / active EE | $1,151 | $2,919-60.6% | $5,637-79.6% | $4,237-72.8% |
| Admin fee / account holder | $9 | $502-98.3% | $14,673-99.9% | $593-98.5% |