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... | $0 |
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 | $68,287 | $54,762+24.7% | $90,281-24.4% | $72,985-6.4% |
| Participation rate | 98.7% | 65.1%+33.5pp | 73.3%+25.4pp | 69.5%+29.2pp |
| Annual return | 22.66% | 30.63%-8.0pp | 78.10%-55.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $4,283 | $2,092+104.7% | $2,854+50.1% | $2,440+75.5% |
| Participant deferral / active EE | $3,454 | $2,887+19.6% | $3,885-11.1% | $3,607-4.3% |
| Admin fee / account holder | $6 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |