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... | $18,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,851 | $46,292-63.6% | $143,757-88.3% | $64,808-74.0% |
| Participation rate | 93.9% | 64.2%+29.7pp | 80.3%+13.6pp | 71.5%+22.5pp |
| Annual return | -12.85% | -10.05%-2.8pp | -0.04%-12.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $1,514 | $1,910-20.7% | $4,951-69.4% | $2,506-39.6% |
| Participant deferral / active EE | $2,326 | $2,646-12.1% | $5,637-58.7% | $4,310-46.0% |
| Admin fee / account holder | $41 | $154-73.5% | $14,673-99.7% | $188-78.3% |