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... | $3,722 |
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 | $19,996 | $58,879-66.0% | $178,490-88.8% | $73,488-72.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.64% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $994 | $2,236-55.6% | $5,011-80.2% | $2,270-56.2% |
| Participant deferral / active EE | $1,055 | $2,567-58.9% | $5,202-79.7% | $3,740-71.8% |
| Admin fee / account holder | $13 | $400-96.9% | $13,984-99.9% | $513-97.6% |