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... | $1,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,785 | $81,248-53.5% | $155,509-75.7% | $80,856-53.3% |
| Participation rate | 93.4% | 66.2%+27.2pp | 78.2%+15.2pp | 67.6%+25.8pp |
| Annual return | 13.73% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,751 | $3,100-11.3% | $4,672-41.1% | $2,755-0.1% |
| Participant deferral / active EE | $2,298 | $3,452-33.4% | $5,626-59.2% | $4,296-46.5% |
| Admin fee / account holder | $8 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |