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... | $3,914 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,785 | $84,233-75.3% | $170,442-87.8% | $70,131-70.4% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 35.82% | 23.06%+12.8pp | 205.93%-170.1pp | 73.14%-37.3pp |
| Employer contribution / active EE | -$77 | $3,387-102.3% | $5,433-101.4% | $2,342-103.3% |
| Participant deferral / active EE | $1,290 | $3,086-58.2% | $4,939-73.9% | $3,332-61.3% |
| Admin fee / account holder | $11 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |