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... | $258 |
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 | $37,772 | $60,124-37.2% | $90,404-58.2% | $79,858-52.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.11% | 71.94%-52.8pp | 1293.02%-1273.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,873 | $2,068-9.4% | $3,262-42.6% | $2,471-24.2% |
| Participant deferral / active EE | $7,943 | $2,938+170.4% | $3,963+100.4% | $3,740+112.4% |
| Admin fee / account holder | $3 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |