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... | $1,835 |
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 | $20,691 | $63,745-67.5% | $98,442-79.0% | $79,386-73.9% |
| Participation rate | 71.1% | 69.9%+1.3pp | 73.3%-2.2pp | 70.7%+0.4pp |
| Annual return | 28.06% | 625.80%-597.7pp | 1492.73%-1464.7pp | 116.85%-88.8pp |
| Employer contribution / active EE | $530 | $2,557-79.3% | $2,960-82.1% | $2,427-78.1% |
| Participant deferral / active EE | $1,104 | $3,303-66.6% | $4,276-74.2% | $4,046-72.7% |
| Admin fee / account holder | $13 | $516-97.5% | $5,949-99.8% | $626-97.9% |