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... | $4,128 |
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 | $25,852 | $62,624-58.7% | $177,989-85.5% | $77,643-66.7% |
| Participation rate | 77.1% | 66.8%+10.3pp | 77.1%0pp | 70.6%+6.5pp |
| Annual return | 14.86% | 16.16%-1.3pp | 294.48%-279.6pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,096 | $1,909-42.6% | $3,949-72.2% | $2,726-59.8% |
| Participant deferral / active EE | $1,891 | $4,219-55.2% | $6,276-69.9% | $4,647-59.3% |
| Admin fee / account holder | $10 | $386-97.5% | $10,363-99.9% | $430-97.7% |