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... | $2,571 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,191 | $95,416-79.9% | $185,823-89.7% | $85,850-77.6% |
| Participation rate | 98.3% | 68.8%+29.6pp | 81.7%+16.6pp | 69.3%+29.0pp |
| Annual return | 13.81% | 23.59%-9.8pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,725 | $3,314-17.8% | $5,167-47.3% | $2,565+6.2% |
| Participant deferral / active EE | $1,279 | $3,423-62.6% | $5,568-77.0% | $3,952-67.6% |
| Admin fee / account holder | $1,596 | $7,213-77.9% | $16,237-90.2% | $6,260-74.5% |