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... | $1,137 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,347 | $95,416-69.2% | $185,823-84.2% | $85,850-65.8% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 16.36% | 23.59%-7.2pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,009 | $3,314-69.5% | $5,167-80.5% | $2,565-60.7% |
| Participant deferral / active EE | $2,030 | $3,423-40.7% | $5,568-63.5% | $3,952-48.6% |
| Admin fee / account holder | $11 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |