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 9-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... | $166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,922 | $58,879-37.3% | $178,490-79.3% | $73,488-49.8% |
| Participation rate | 83.2% | 66.2%+17.0pp | 81.9%+1.3pp | 70.7%+12.6pp |
| Annual return | 15.29% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,401 | $2,236+7.4% | $5,011-52.1% | $2,270+5.8% |
| Participant deferral / active EE | $4,074 | $2,567+58.7% | $5,202-21.7% | $3,740+8.9% |
| Admin fee / account holder | $322 | $400-19.6% | $13,984-97.7% | $513-37.2% |