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 9-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... | $1,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,864 | $55,415-8.2% | $155,509-67.3% | $74,495-31.7% |
| Participation rate | 83.8% | 61.9%+21.9pp | 78.2%+5.6pp | 67.2%+16.6pp |
| Annual return | 15.22% | 268.50%-253.3pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,191 | $2,267-3.3% | $4,672-53.1% | $2,623-16.5% |
| Participant deferral / active EE | $3,147 | $2,836+11.0% | $5,626-44.1% | $4,346-27.6% |
| Admin fee / account holder | $14 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |