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... | $967 |
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 | $28,186 | $66,124-57.4% | $90,404-68.8% | $73,488-61.6% |
| Participation rate | 86.0% | 69.7%+16.3pp | 72.7%+13.3pp | 70.7%+15.3pp |
| Annual return | 17.34% | 17.65%-0.3pp | 1293.02%-1275.7pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,119 | $2,346-52.3% | $3,262-65.7% | $2,270-50.7% |
| Participant deferral / active EE | $2,302 | $3,039-24.2% | $3,963-41.9% | $3,740-38.4% |
| Admin fee / account holder | $8 | $396-97.9% | $5,611-99.9% | $513-98.4% |