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... | $19,888 |
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 | $14,341 | $61,272-76.6% | $149,673-90.4% | $71,457-79.9% |
| Participation rate | 76.2% | 62.5%+13.7pp | 78.8%-2.6pp | 67.9%+8.3pp |
| Annual return | 17.33% | 35.85%-18.5pp | 134.42%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $764 | $2,378-67.9% | $4,818-84.2% | $2,588-70.5% |
| Participant deferral / active EE | $1,678 | $2,917-42.5% | $5,680-70.5% | $4,289-60.9% |
| Admin fee / account holder | $137 | $1,261-89.1% | $13,210-99.0% | $1,587-91.4% |