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 | Account maintenance fees; Recordkeepi... | $1,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,502 | $65,061+56.0% | $143,757-29.4% | $66,914+51.7% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+17.9pp | 69.8%+28.5pp |
| Annual return | -10.93% | -11.14%+0.2pp | -0.04%-10.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $4,976 | $2,361+110.8% | $4,951+0.5% | $2,544+95.6% |
| Participant deferral / active EE | $5,023 | $2,919+72.1% | $5,637-10.9% | $4,237+18.6% |
| Admin fee / account holder | $4 | $502-99.2% | $14,673-100.0% | $593-99.3% |