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... | $2,235 |
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 | $34,322 | $52,953-35.2% | $172,739-80.1% | $65,185-47.3% |
| Participation rate | 96.7% | 66.2%+30.5pp | 82.6%+14.1pp | 70.2%+26.5pp |
| Annual return | 18.08% | 30.12%-12.0pp | 802.84%-784.8pp | 29.38%-11.3pp |
| Employer contribution / active EE | $1,873 | $2,190-14.5% | $5,143-63.6% | $2,177-14.0% |
| Participant deferral / active EE | $2,274 | $2,471-8.0% | $5,198-56.2% | $3,514-35.3% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.0% |