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... | $959 |
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 | $74,353 | $101,317-26.6% | $146,958-49.4% | $74,495-0.2% |
| Participation rate | 92.6% | 75.5%+17.1pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 14.39% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $5,102 | $3,810+33.9% | $4,933+3.4% | $2,623+94.5% |
| Participant deferral / active EE | $3,960 | $7,303-45.8% | $8,070-50.9% | $4,346-8.9% |
| Admin fee / account holder | $7 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |