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... | $5,759 |
Participant contribution per participant 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 | $84,658 | $94,833-10.7% | $75,696+11.8% | $86,799-2.5% |
| Participation rate | 98.0% | 79.1%+18.9pp | 74.8%+23.2pp | 72.3%+25.7pp |
| Annual return | 25.26% | 16.91%+8.4pp | 104.53%-79.3pp | 97.91%-72.6pp |
| Employer contribution / active EE | $3,445 | $2,904+18.6% | $2,743+25.6% | $2,405+43.2% |
| Participant deferral / active EE | $1,298 | $3,632-64.3% | $3,821-66.0% | $4,131-68.6% |
| Admin fee / account holder | $24 | $109-78.3% | $3,619-99.3% | $170-86.1% |