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... | $459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,429 | $61,272+75.3% | $149,673-28.2% | $71,457+50.3% |
| Participation rate | 97.4% | 62.5%+34.8pp | 78.8%+18.6pp | 67.9%+29.4pp |
| Annual return | 13.35% | 35.85%-22.5pp | 134.42%-121.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $5,608 | $2,378+135.8% | $4,818+16.4% | $2,588+116.7% |
| Participant deferral / active EE | $5,039 | $2,917+72.8% | $5,680-11.3% | $4,289+17.5% |
| Admin fee / account holder | $2 | $1,261-99.9% | $13,210-100.0% | $1,587-99.9% |