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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $1,828 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $101,081 | $75,388+34.1% | $123,544-18.2% | $55,725+81.4% |
| Participation rate | 82.7% | 75.7%+7.1pp | 82.3%+0.4pp | 70.9%+11.9pp |
| Annual return | 7.84% | 4.48%+3.4pp | 119.20%-111.4pp | 244.93%-237.1pp |
| Employer contribution / active EE | $3,617 | $3,063+18.1% | $4,628-21.8% | $2,078+74.0% |
| Participant deferral / active EE | $6,553 | $5,651+16.0% | $6,426+2.0% | $3,356+95.3% |
| Admin fee / account holder | $5 | $120-96.0% | $9,284-99.9% | $115-95.8% |