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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
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 | $37,238 | $91,407-59.3% | $135,903-72.6% | $71,457-47.9% |
| Participation rate | 97.7% | 75.7%+22.1pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 12.75% | 29.90%-17.1pp | 68.23%-55.5pp | 28.85%-16.1pp |
| Employer contribution / active EE | $3,376 | $3,703-8.8% | $4,856-30.5% | $2,588+30.5% |
| Participant deferral / active EE | $4,187 | $7,092-41.0% | $7,758-46.0% | $4,289-2.4% |
| Admin fee / account holder | $256 | $1,266-79.8% | $10,762-97.6% | $1,587-83.9% |