Filed September 19, 2023 (most recent of 3 filings on file)
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 5-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... | $1,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,920 | $51,197-53.3% | $82,719-71.1% | $66,914-64.3% |
| Participation rate | 99.1% | 67.8%+31.3pp | 72.6%+26.6pp | 69.8%+29.3pp |
| Annual return | -15.58% | -9.64%-5.9pp | 701.18%-716.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,192 | $2,611+22.3% | $3,009+6.1% | $2,544+25.4% |
| Participant deferral / active EE | $2,789 | $3,458-19.4% | $4,395-36.5% | $4,237-34.2% |
| Admin fee / account holder | $8 | $416-98.1% | $5,329-99.9% | $593-98.7% |