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... | $14,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,499 | $46,464-55.9% | $150,298-86.4% | $79,634-74.3% |
| Participation rate | 99.4% | 57.0%+42.4pp | 77.8%+21.6pp | 62.5%+36.9pp |
| Annual return | 18.29% | 27.89%-9.6pp | 62.79%-44.5pp | 36.46%-18.2pp |
| Employer contribution / active EE | $1,195 | $1,512-20.9% | $4,154-71.2% | $2,529-52.7% |
| Participant deferral / active EE | $1,506 | $2,157-30.2% | $5,453-72.4% | $3,835-60.7% |
| Admin fee / account holder | $11 | $891-98.8% | $14,116-99.9% | $1,002-98.9% |