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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $23,188 |
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 | $37,491 | $61,272-38.8% | $149,673-75.0% | $71,457-47.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 10.24% | 35.85%-25.6pp | 134.42%-124.2pp | 28.85%-18.6pp |
| Employer contribution / active EE | $1,446 | $2,378-39.2% | $4,818-70.0% | $2,588-44.1% |
| Participant deferral / active EE | $1,732 | $2,917-40.6% | $5,680-69.5% | $4,289-59.6% |
| Admin fee / account holder | $163 | $1,261-87.1% | $13,210-98.8% | $1,587-89.7% |