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... | $1,094 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,893 | $61,272-16.9% | $149,673-66.0% | $71,457-28.8% |
| Participation rate | 97.4% | 62.5%+34.9pp | 78.8%+18.7pp | 67.9%+29.5pp |
| Annual return | 9.95% | 35.85%-25.9pp | 134.42%-124.5pp | 28.85%-18.9pp |
| Employer contribution / active EE | $4,948 | $2,378+108.1% | $4,818+2.7% | $2,588+91.2% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |