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... | $7,917 |
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 | $51,016 | $56,485-9.7% | $185,823-72.5% | $86,799-41.2% |
| Participation rate | 96.3% | 65.5%+30.8pp | 81.7%+14.6pp | 72.3%+24.0pp |
| Annual return | 21.73% | 118.04%-96.3pp | 122.05%-100.3pp | 97.91%-76.2pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,126 | $2,553-16.7% | $5,568-61.8% | $4,131-48.5% |
| Admin fee / account holder | $14 | $150-90.4% | $16,237-99.9% | $170-91.6% |