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 | Participant loan processing; Recordke... | $7,467 |
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 | $24,852 | $62,928-60.5% | $172,739-85.6% | $67,579-63.2% |
| Participation rate | 99.3% | 64.5%+34.9pp | 82.6%+16.7pp | 71.3%+28.0pp |
| Annual return | 21.86% | 30.36%-8.5pp | 802.84%-781.0pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,187 | $1,636-27.4% | $5,143-76.9% | $2,148-44.7% |
| Participant deferral / active EE | $2,342 | $2,145+9.2% | $5,198-54.9% | $3,539-33.8% |
| Admin fee / account holder | $14 | $167-91.8% | $13,954-99.9% | $142-90.4% |