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... | $117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,089 | $54,350-52.0% | $82,719-68.5% | $68,494-61.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.21% | -13.67%+0.5pp | 701.18%-714.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,635 | $2,218-26.3% | $3,009-45.7% | $2,596-37.0% |
| Participant deferral / active EE | $1,682 | $3,246-48.2% | $4,395-61.7% | $4,027-58.2% |
| Admin fee / account holder | $4 | $4,395-99.9% | $5,329-99.9% | $5,403-99.9% |