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... | $1,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,607 | $58,264-49.2% | $86,612-65.8% | $71,457-58.6% |
| Participation rate | 95.7% | 65.0%+30.7pp | 71.7%+24.0pp | 67.9%+27.7pp |
| Annual return | 18.48% | 21.63%-3.1pp | 591.07%-572.6pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,331 | $2,574+29.4% | $3,022+10.2% | $2,588+28.7% |
| Participant deferral / active EE | $2,997 | $3,436-12.8% | $4,438-32.5% | $4,289-30.1% |
| Admin fee / account holder | $8 | $1,057-99.3% | $5,614-99.9% | $1,587-99.5% |