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... | $1,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,494 | $65,409-74.8% | $98,442-83.2% | $85,850-80.8% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 11.81% | 21.76%-9.9pp | 1492.73%-1480.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,111 | $2,168-48.8% | $2,960-62.5% | $2,565-56.7% |
| Participant deferral / active EE | $1,150 | $3,166-63.7% | $4,276-73.1% | $3,952-70.9% |
| Admin fee / account holder | $9 | $4,593-99.8% | $5,949-99.9% | $6,260-99.9% |