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... | $1,685 |
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 | $136,286 | $58,879+131.5% | $178,490-23.6% | $73,488+85.5% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 56.54% | 24.86%+31.7pp | 151.07%-94.5pp | 28.51%+28.0pp |
| Employer contribution / active EE | $6,714 | $2,236+200.3% | $5,011+34.0% | $2,270+195.8% |
| Participant deferral / active EE | $3,949 | $2,567+53.8% | $5,202-24.1% | $3,740+5.6% |
| Admin fee / account holder | $6 | $400-98.6% | $13,984-100.0% | $513-98.9% |