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... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,049 | $65,061-41.5% | $143,757-73.5% | $66,914-43.1% |
| Participation rate | 98.1% | 65.2%+32.9pp | 80.3%+17.8pp | 69.8%+28.3pp |
| Annual return | -13.99% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,955 | $2,361-17.2% | $4,951-60.5% | $2,544-23.2% |
| Participant deferral / active EE | $1,772 | $2,919-39.3% | $5,637-68.6% | $4,237-58.2% |
| Admin fee / account holder | $16 | $502-96.9% | $14,673-99.9% | $593-97.4% |