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... | $8,264 |
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 | $29,041 | $52,293-44.5% | $178,490-83.7% | $73,409-60.4% |
| Participation rate | 99.3% | 65.3%+34.0pp | 81.9%+17.4pp | 72.2%+27.2pp |
| Annual return | 17.52% | 34.75%-17.2pp | 151.07%-133.6pp | 59.29%-41.8pp |
| Employer contribution / active EE | $1,371 | $1,735-21.0% | $5,011-72.6% | $2,234-38.6% |
| Participant deferral / active EE | $2,723 | $2,332+16.7% | $5,202-47.7% | $3,805-28.5% |
| Admin fee / account holder | $14 | $127-89.0% | $13,984-99.9% | $158-91.1% |