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... | $1,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,855 | $82,202-40.6% | $125,339-61.0% | $64,808-24.6% |
| Participation rate | 92.3% | 77.9%+14.5pp | 82.4%+10.0pp | 71.5%+20.9pp |
| Annual return | -13.51% | 3.48%-17.0pp | 572.05%-585.6pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,918 | $3,615-19.3% | $4,814-39.4% | $2,506+16.5% |
| Participant deferral / active EE | $4,076 | $7,175-43.2% | $7,446-45.3% | $4,310-5.4% |
| Admin fee / account holder | $8 | $163-95.2% | $10,010-99.9% | $188-95.8% |