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 | $43,543 | $101,317-57.0% | $146,958-70.4% | $74,495-41.5% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 12.74% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,418 | $3,810-10.3% | $4,933-30.7% | $2,623+30.3% |
| Participant deferral / active EE | $3,958 | $7,303-45.8% | $8,070-51.0% | $4,346-8.9% |
| Admin fee / account holder | $239 | $1,739-86.3% | $12,998-98.2% | $1,942-87.7% |