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 6-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... | $1,121 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,228 | $47,126-52.8% | $149,673-85.1% | $74,419-70.1% |
| Participation rate | 80.0% | 63.4%+16.6pp | 78.8%+1.2pp | 70.7%+9.3pp |
| Annual return | 24.80% | 22.75%+2.0pp | 134.42%-109.6pp | 34.38%-9.6pp |
| Employer contribution / active EE | $1,866 | $1,905-2.1% | $4,818-61.3% | $2,637-29.3% |
| Participant deferral / active EE | $3,680 | $2,728+34.9% | $5,680-35.2% | $4,528-18.7% |
| Admin fee / account holder | $2 | $343-99.3% | $13,210-100.0% | $348-99.3% |