Filed January 19, 2024
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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $218,071 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,375 | $129,021+87.9% | $184,203+31.6% | $77,643+212.2% |
| Participation rate | 94.9% | 87.3%+7.6pp | 86.8%+8.1pp | 70.6%+24.3pp |
| Annual return | 19.04% | 33.27%-14.2pp | 28.81%-9.8pp | 31.24%-12.2pp |
| Employer contribution / active EE | $7,901 | $4,413+79.0% | $6,427+22.9% | $2,726+189.9% |
| Participant deferral / active EE | $12,455 | $7,297+70.7% | $9,131+36.4% | $4,647+168.0% |
| Admin fee / account holder | $122 | $254-52.1% | $13,901-99.1% | $430-71.7% |