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... | $3,109 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,938 | $58,879-3.3% | $178,490-68.1% | $73,488-22.5% |
| Participation rate | 93.1% | 66.2%+26.9pp | 81.9%+11.1pp | 70.7%+22.4pp |
| Annual return | 65.86% | 24.86%+41.0pp | 151.07%-85.2pp | 28.51%+37.3pp |
| Employer contribution / active EE | $1,780 | $2,236-20.4% | $5,011-64.5% | $2,270-21.6% |
| Participant deferral / active EE | $2,522 | $2,567-1.8% | $5,202-51.5% | $3,740-32.6% |
| Admin fee / account holder | $10 | $400-97.6% | $13,984-99.9% | $513-98.1% |