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 | Participant loan processing; Recordke... | $275 |
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 | $33,127 | $46,553-28.8% | $64,056-48.3% | $75,163-55.9% |
| Participation rate | 90.1% | 65.9%+24.2pp | 72.3%+17.8pp | 67.2%+22.9pp |
| Annual return | 24.39% | 26.03%-1.6pp | 33.69%-9.3pp | 160.62%-136.2pp |
| Employer contribution / active EE | $982 | $1,974-50.2% | $2,747-64.2% | $2,670-63.2% |
| Participant deferral / active EE | $4,588 | $2,837+61.8% | $3,880+18.3% | $4,125+11.2% |
| Admin fee / account holder | $2 | $2,952-99.9% | $3,068-99.9% | $5,651-100.0% |