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 |
|---|---|---|
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 · EIN 13-5582869 51 MADISON AVENUE · NEW YORK, NY 10010 | Advisory (Plan) | $47,187 |
ACCRUED BENEFITS PLANNING, LTD.3+ years Service code 13 · EIN 11-2882237 42 GRASSY POND DRIVE · SMITHTOWN, NY 11787 | Contract Administrator | $6,550 |
Annual investment return 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 | $52,661 | $64,909-18.9% | $82,313-36.0% | $62,292-15.5% |
| Participation rate | 99.5% | 74.9%+24.6pp | 76.9%+22.6pp | 69.5%+29.9pp |
| Annual return | 4.02% | 21.18%-17.2pp | 25.88%-21.9pp | 28.90%-24.9pp |
| Employer contribution / active EE | $5,035 | $1,676+200.4% | $2,428+107.3% | $2,042+146.5% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $265 | $440-39.8% | $5,608-95.3% | $479-44.8% |