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 | Participant loan processing; Recordke... | $323 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,068 | $57,281-52.7% | $86,612-68.7% | $75,163-64.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.59% | 2670.75%-2660.2pp | 591.07%-580.5pp | 160.62%-150.0pp |
| Employer contribution / active EE | $2,382 | $2,314+2.9% | $3,022-21.2% | $2,670-10.8% |
| Participant deferral / active EE | $2,399 | $3,318-27.7% | $4,438-45.9% | $4,125-41.8% |
| Admin fee / account holder | $2 | $4,112-99.9% | $5,614-100.0% | $5,651-100.0% |