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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,281 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,834 | $49,915-50.2% | $154,803-84.0% | $74,304-66.6% |
| Participation rate | 94.5% | 54.0%+40.6pp | 78.1%+16.5pp | 60.3%+34.2pp |
| Annual return | 11.33% | 34.06%-22.7pp | 58.88%-47.6pp | 29.43%-18.1pp |
| Employer contribution / active EE | $2,256 | $1,611+40.0% | $4,305-47.6% | $2,241+0.7% |
| Participant deferral / active EE | $1,784 | $2,255-20.9% | $5,540-67.8% | $3,767-52.7% |
| Admin fee / account holder | $27 | $2,189-98.8% | $14,329-99.8% | $2,969-99.1% |