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... | $1,538 |
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 | $17,372 | $95,416-81.8% | $185,823-90.7% | $85,850-79.8% |
| Participation rate | 97.3% | 68.8%+28.5pp | 81.7%+15.6pp | 69.3%+28.0pp |
| Annual return | 13.23% | 23.59%-10.4pp | 122.05%-108.8pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,992 | $3,314-39.9% | $5,167-61.4% | $2,565-22.3% |
| Participant deferral / active EE | $1,854 | $3,423-45.8% | $5,568-66.7% | $3,952-53.1% |
| Admin fee / account holder | $11 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |