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... | $1,283 |
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 | $45,234 | $91,190-50.4% | $178,490-74.7% | $79,858-43.4% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 11.72% | 24.19%-12.5pp | 151.07%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $988 | $3,256-69.6% | $5,011-80.3% | $2,471-60.0% |
| Participant deferral / active EE | $2,767 | $3,236-14.5% | $5,202-46.8% | $3,740-26.0% |
| Admin fee / account holder | $11 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |