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... | $1,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,940 | $63,745-57.7% | $98,442-72.6% | $79,386-66.1% |
| Participation rate | 91.2% | 69.9%+21.4pp | 73.3%+17.9pp | 70.7%+20.5pp |
| Annual return | 15.28% | 625.80%-610.5pp | 1492.73%-1477.4pp | 116.85%-101.6pp |
| Employer contribution / active EE | $1,589 | $2,557-37.9% | $2,960-46.3% | $2,427-34.6% |
| Participant deferral / active EE | $2,161 | $3,303-34.6% | $4,276-49.5% | $4,046-46.6% |
| Admin fee / account holder | $5 | $516-99.1% | $5,949-99.9% | $626-99.2% |