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... | $3,538 |
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 | $32,878 | $58,879-44.2% | $178,490-81.6% | $73,488-55.3% |
| Participation rate | 80.9% | 66.2%+14.6pp | 81.9%-1.1pp | 70.7%+10.2pp |
| Annual return | 16.42% | 24.86%-8.4pp | 151.07%-134.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $546 | $2,236-75.6% | $5,011-89.1% | $2,270-75.9% |
| Participant deferral / active EE | $2,113 | $2,567-17.7% | $5,202-59.4% | $3,740-43.5% |
| Admin fee / account holder | $8 | $400-98.0% | $13,984-99.9% | $513-98.4% |