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 | Account maintenance fees; Participant... | $4,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,754 | $106,028-5.0% | $146,958-31.4% | $77,643+29.8% |
| Participation rate | 96.6% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 15.82% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,399 | $4,063+8.3% | $4,933-10.8% | $2,726+61.4% |
| Participant deferral / active EE | $4,208 | $7,990-47.3% | $8,070-47.9% | $4,647-9.5% |
| Admin fee / account holder | $9 | $337-97.2% | $12,998-99.9% | $430-97.8% |