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... | $1,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,123 | $61,272-44.3% | $149,673-77.2% | $71,457-52.2% |
| Participation rate | 92.5% | 62.5%+30.0pp | 78.8%+13.8pp | 67.9%+24.6pp |
| Annual return | 17.76% | 35.85%-18.1pp | 134.42%-116.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,279 | $2,378-4.2% | $4,818-52.7% | $2,588-11.9% |
| Participant deferral / active EE | $3,588 | $2,917+23.0% | $5,680-36.8% | $4,289-16.3% |
| Admin fee / account holder | $3 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |