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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $233,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,181 | $86,897+133.8% | $151,611+34.0% | $64,808+213.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -10.21% | -3.57%-6.6pp | 3.33%-13.5pp | 32.82%-43.0pp |
| Employer contribution / active EE | $3,433 | $4,010-14.4% | $6,166-44.3% | $2,506+37.0% |
| Participant deferral / active EE | $11,081 | $6,690+65.6% | $8,363+32.5% | $4,310+157.1% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |