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... | $4,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,156 | $104,317-17.4% | $159,436-46.0% | $86,799-0.7% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.8%+14.0pp | 72.3%+24.5pp |
| Annual return | 14.57% | 26.32%-11.8pp | 263.57%-249.0pp | 97.91%-83.3pp |
| Employer contribution / active EE | $3,752 | $3,451+8.7% | $4,829-22.3% | $2,405+56.0% |
| Participant deferral / active EE | $3,969 | $6,837-42.0% | $7,352-46.0% | $4,131-3.9% |
| Admin fee / account holder | $9 | $172-94.6% | $10,799-99.9% | $170-94.5% |