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; Recordke... | $963 |
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 | $30,142 | $91,190-66.9% | $178,490-83.1% | $79,858-62.3% |
| Participation rate | 88.4% | 69.2%+19.2pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 11.98% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,333 | $3,256-59.0% | $5,011-73.4% | $2,471-46.0% |
| Participant deferral / active EE | $1,855 | $3,236-42.7% | $5,202-64.3% | $3,740-50.4% |
| Admin fee / account holder | $9 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |