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... | $2,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,362 | $65,061-64.1% | $143,757-83.7% | $66,914-65.1% |
| Participation rate | 98.6% | 65.2%+33.4pp | 80.3%+18.3pp | 69.8%+28.8pp |
| Annual return | 1.83% | -11.14%+13.0pp | -0.04%+1.9pp | 1.58%+0.2pp |
| Employer contribution / active EE | $922 | $2,361-60.9% | $4,951-81.4% | $2,544-63.8% |
| Participant deferral / active EE | $1,579 | $2,919-45.9% | $5,637-72.0% | $4,237-62.7% |
| Admin fee / account holder | $9 | $502-98.2% | $14,673-99.9% | $593-98.5% |