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... | $5,295 |
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 | $51,143 | $100,801-49.3% | $149,696-65.8% | $73,409-30.3% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 12.68% | 265.34%-252.7pp | 276.60%-263.9pp | 59.29%-46.6pp |
| Employer contribution / active EE | $2,882 | $3,312-13.0% | $4,644-37.9% | $2,234+29.0% |
| Participant deferral / active EE | $3,263 | $6,404-49.0% | $6,842-52.3% | $3,805-14.2% |
| Admin fee / account holder | $110 | $181-39.3% | $9,309-98.8% | $158-30.5% |