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 27 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Advisory (Plan) | $32,174 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,697 | $62,132-53.8% | $185,823-84.6% | $73,488-61.0% |
| Participation rate | 92.4% | 67.8%+24.6pp | 78.0%+14.4pp | 70.7%+21.8pp |
| Annual return | 9.06% | 20.44%-11.4pp | 35.95%-26.9pp | 28.51%-19.5pp |
| Employer contribution / active EE | $1,324 | $1,681-21.3% | $4,087-67.6% | $2,270-41.7% |
| Participant deferral / active EE | $4,627 | $3,711+24.7% | $5,632-17.9% | $3,740+23.7% |
| Admin fee / account holder | $111 | $419-73.4% | $9,500-98.8% | $513-78.3% |