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... | $1,020 |
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 | $35,919 | $49,915-28.0% | $154,803-76.8% | $74,304-51.7% |
| Participation rate | 95.2% | 54.0%+41.2pp | 78.1%+17.1pp | 60.3%+34.8pp |
| Annual return | 10.17% | 34.06%-23.9pp | 58.88%-48.7pp | 29.43%-19.3pp |
| Employer contribution / active EE | $1,643 | $1,611+2.0% | $4,305-61.8% | $2,241-26.7% |
| Participant deferral / active EE | $2,598 | $2,255+15.2% | $5,540-53.1% | $3,767-31.0% |
| Admin fee / account holder | $6 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |