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 AVE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $7 |
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 | $31,226 | $62,928-50.4% | $172,739-81.9% | $67,579-53.8% |
| Participation rate | 82.1% | 64.5%+17.6pp | 82.6%-0.6pp | 71.3%+10.8pp |
| Annual return | 22.49% | 30.36%-7.9pp | 802.84%-780.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,206 | $1,636-26.3% | $5,143-76.5% | $2,148-43.8% |
| Participant deferral / active EE | $1,133 | $2,145-47.2% | $5,198-78.2% | $3,539-68.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |