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... | $1,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,710 | $84,487-15.1% | $125,339-42.8% | $66,914+7.2% |
| Participation rate | 74.9% | 76.4%-1.5pp | 82.4%-7.5pp | 69.8%+5.1pp |
| Annual return | -15.38% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,464 | $3,553-2.5% | $4,814-28.0% | $2,544+36.1% |
| Participant deferral / active EE | $3,842 | $6,781-43.3% | $7,446-48.4% | $4,237-9.3% |
| Admin fee / account holder | $5 | $685-99.2% | $10,010-99.9% | $593-99.1% |