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... | $1,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,742 | $79,171-17.0% | $102,423-35.8% | $74,495-11.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 17.53% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,710 | $2,362-27.6% | $3,023-43.4% | $2,623-34.8% |
| Participant deferral / active EE | $3,425 | $4,415-22.4% | $5,053-32.2% | $4,346-21.2% |
| Admin fee / account holder | $7 | $2,001-99.7% | $9,451-99.9% | $1,942-99.6% |