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 4-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 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $9,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,219 | $109,881-74.3% | $150,045-81.2% | $84,808-66.7% |
| Participation rate | 90.2% | 76.1%+14.1pp | 82.3%+7.8pp | 68.3%+21.9pp |
| Annual return | 19.41% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,299 | $3,561+48.8% | $4,693+12.9% | $2,631+101.4% |
| Participant deferral / active EE | $11,551 | $6,636+74.1% | $7,997+44.4% | $4,212+174.3% |
| Admin fee / account holder | $76 | $8,568-99.1% | $13,435-99.4% | $7,344-99.0% |