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 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $17,703 |
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 | $34,775 | $89,652-61.2% | $141,162-75.4% | $65,185-46.7% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.5%+9.3pp | 70.2%+21.6pp |
| Annual return | 32.84% | 32.79%0pp | 71.39%-38.6pp | 29.38%+3.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,012 | $5,691+75.9% | $6,709+49.2% | $3,514+184.9% |
| Admin fee / account holder | $77 | $569-86.4% | $10,261-99.2% | $847-90.9% |