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... | $2,349 |
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 | $33,691 | $91,190-63.1% | $178,490-81.1% | $79,858-57.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.15% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,386 | $3,256-26.7% | $5,011-52.4% | $2,471-3.4% |
| Participant deferral / active EE | $2,014 | $3,236-37.8% | $5,202-61.3% | $3,740-46.2% |
| Admin fee / account holder | $3 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |