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... | $6,054 |
Employer contribution per participant 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 | $14,238 | $58,879-75.8% | $178,490-92.0% | $73,488-80.6% |
| Participation rate | 98.6% | 66.2%+32.3pp | 81.9%+16.6pp | 70.7%+27.9pp |
| Annual return | 12.51% | 24.86%-12.4pp | 151.07%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $280 | $2,236-87.5% | $5,011-94.4% | $2,270-87.7% |
| Participant deferral / active EE | $871 | $2,567-66.1% | $5,202-83.3% | $3,740-76.7% |
| Admin fee / account holder | $15 | $400-96.2% | $13,984-99.9% | $513-97.1% |