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... | $957 |
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 | $17,578 | $47,126-62.7% | $149,673-88.3% | $74,419-76.4% |
| Participation rate | 92.1% | 63.4%+28.7pp | 78.8%+13.4pp | 70.7%+21.4pp |
| Annual return | 4.50% | 22.75%-18.3pp | 134.42%-129.9pp | 34.38%-29.9pp |
| Employer contribution / active EE | $1,559 | $1,905-18.2% | $4,818-67.6% | $2,637-40.9% |
| Participant deferral / active EE | $1,610 | $2,728-41.0% | $5,680-71.7% | $4,528-64.4% |
| Admin fee / account holder | $2 | $343-99.5% | $13,210-100.0% | $348-99.5% |