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 | Account maintenance fees; Participant... | $1,555 |
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 | $33,078 | $85,202-61.2% | $172,739-80.9% | $72,985-54.7% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 27.57% | 27.32%+0.2pp | 802.84%-775.3pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,570 | $3,324-52.8% | $5,143-69.5% | $2,440-35.6% |
| Participant deferral / active EE | $2,405 | $3,260-26.2% | $5,198-53.7% | $3,607-33.3% |
| Admin fee / account holder | $8 | $5,884-99.9% | $13,954-99.9% | $5,124-99.8% |