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 9-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 | $26,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,018 | $50,982-64.7% | $154,803-88.4% | $85,563-78.9% |
| Participation rate | 94.6% | 59.8%+34.9pp | 78.1%+16.6pp | 66.0%+28.7pp |
| Annual return | 12.48% | 30.35%-17.9pp | 58.88%-46.4pp | 31.51%-19.0pp |
| Employer contribution / active EE | $2,522 | $1,708+47.6% | $4,305-41.4% | $2,654-5.0% |
| Participant deferral / active EE | $2,546 | $2,474+2.9% | $5,540-54.0% | $4,375-41.8% |
| Admin fee / account holder | $66 | $846-92.2% | $14,329-99.5% | $834-92.1% |