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... | $865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,430 | $65,409-18.3% | $98,442-45.7% | $85,850-37.8% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.1pp | 69.3%+28.1pp |
| Annual return | 16.25% | 21.76%-5.5pp | 1492.73%-1476.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,343 | $2,168-38.1% | $2,960-54.6% | $2,565-47.7% |
| Participant deferral / active EE | $3,797 | $3,166+19.9% | $4,276-11.2% | $3,952-3.9% |
| Admin fee / account holder | $7 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |