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 27 · EIN 84-1532243 1 NEW YORK PLZ 12TH FL · NEW YORK, NC 10004 | Advisory (Plan) | $63,416 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $3,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,408 | $65,118+61.9% | $76,768+37.3% | $55,725+89.2% |
| Participation rate | 99.4% | 79.6%+19.8pp | 77.0%+22.5pp | 70.9%+28.6pp |
| Annual return | -4.67% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $6,462 | $1,941+232.9% | $2,485+160.0% | $2,078+211.0% |
| Participant deferral / active EE | $4,467 | $3,688+21.1% | $3,852+16.0% | $3,356+33.1% |
| Admin fee / account holder | $169 | $116+45.7% | $6,675-97.5% | $115+46.6% |