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... | $2,186 |
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 | $32,320 | $61,156-47.2% | $185,823-82.6% | $79,386-59.3% |
| Participation rate | 84.4% | 66.6%+17.8pp | 81.7%+2.7pp | 70.7%+13.7pp |
| Annual return | 15.83% | 19.45%-3.6pp | 122.05%-106.2pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,644 | $2,321-29.2% | $5,167-68.2% | $2,427-32.3% |
| Participant deferral / active EE | $1,807 | $2,789-35.2% | $5,568-67.5% | $4,046-55.3% |
| Admin fee / account holder | $58 | $710-91.8% | $16,237-99.6% | $626-90.7% |