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... | $3,692 |
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 | $41,380 | $52,953-21.9% | $172,739-76.0% | $65,185-36.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.91% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,112 | $2,190-49.2% | $5,143-78.4% | $2,177-48.9% |
| Participant deferral / active EE | $2,285 | $2,471-7.5% | $5,198-56.0% | $3,514-35.0% |
| Admin fee / account holder | $51 | $472-89.2% | $13,954-99.6% | $847-94.0% |