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... | $3,922 |
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 | $29,748 | $52,670-43.5% | $90,404-67.1% | $73,409-59.5% |
| Participation rate | 95.6% | 67.7%+28.0pp | 72.7%+23.0pp | 72.2%+23.5pp |
| Annual return | 18.47% | 20.70%-2.2pp | 1293.02%-1274.5pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,942 | $1,872+3.7% | $3,262-40.5% | $2,234-13.1% |
| Participant deferral / active EE | $3,379 | $2,807+20.4% | $3,963-14.8% | $3,805-11.2% |
| Admin fee / account holder | $8 | $117-93.4% | $5,611-99.9% | $158-95.1% |