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... | $1,043 |
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 | $21,930 | $51,620-57.5% | $90,281-75.7% | $65,185-66.4% |
| Participation rate | 86.1% | 68.6%+17.5pp | 73.3%+12.8pp | 70.2%+15.9pp |
| Annual return | 24.48% | 24.94%-0.5pp | 78.10%-53.6pp | 29.38%-4.9pp |
| Employer contribution / active EE | $932 | $2,235-58.3% | $2,854-67.3% | $2,177-57.2% |
| Participant deferral / active EE | $1,822 | $2,871-36.5% | $3,885-53.1% | $3,514-48.1% |
| Admin fee / account holder | $8 | $384-97.9% | $5,351-99.9% | $847-99.1% |