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 9-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... | $1,687 |
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 | $25,760 | $49,915-48.4% | $154,803-83.4% | $74,304-65.3% |
| Participation rate | 86.4% | 54.0%+32.4pp | 78.1%+8.3pp | 60.3%+26.1pp |
| Annual return | 9.81% | 34.06%-24.3pp | 58.88%-49.1pp | 29.43%-19.6pp |
| Employer contribution / active EE | $394 | $1,611-75.5% | $4,305-90.8% | $2,241-82.4% |
| Participant deferral / active EE | $1,447 | $2,255-35.8% | $5,540-73.9% | $3,767-61.6% |
| Admin fee / account holder | $12 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |