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 | Participant loan processing; Account ... | $0 |
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 | $40,540 | $52,953-23.4% | $172,739-76.5% | $65,185-37.8% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.5pp | 70.2%+28.9pp |
| Annual return | 15.93% | 30.12%-14.2pp | 802.84%-786.9pp | 29.38%-13.5pp |
| Employer contribution / active EE | $2,541 | $2,190+16.1% | $5,143-50.6% | $2,177+16.8% |
| Participant deferral / active EE | $2,154 | $2,471-12.8% | $5,198-58.6% | $3,514-38.7% |
| Admin fee / account holder | $3 | $472-99.3% | $13,954-100.0% | $847-99.6% |