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... | $4,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,962 | $49,915-66.0% | $154,803-89.0% | $74,304-77.2% |
| Participation rate | 91.0% | 54.0%+37.0pp | 78.1%+12.9pp | 60.3%+30.6pp |
| Annual return | 13.09% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.3pp |
| Employer contribution / active EE | $474 | $1,611-70.6% | $4,305-89.0% | $2,241-78.8% |
| Participant deferral / active EE | $1,821 | $2,255-19.2% | $5,540-67.1% | $3,767-51.7% |
| Admin fee / account holder | $8 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |