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... | $2,533 |
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 | $35,875 | $58,879-39.1% | $178,490-79.9% | $73,488-51.2% |
| Participation rate | 88.0% | 66.2%+21.8pp | 81.9%+6.1pp | 70.7%+17.4pp |
| Annual return | 15.18% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,372 | $2,236-38.6% | $5,011-72.6% | $2,270-39.6% |
| Participant deferral / active EE | $1,819 | $2,567-29.1% | $5,202-65.0% | $3,740-51.3% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |