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... | $1,208 |
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 | $35,457 | $58,879-39.8% | $178,490-80.1% | $73,488-51.8% |
| Participation rate | 99.0% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 11.87% | 24.86%-13.0pp | 151.07%-139.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,530 | $2,236-31.6% | $5,011-69.5% | $2,270-32.6% |
| Participant deferral / active EE | $2,419 | $2,567-5.8% | $5,202-53.5% | $3,740-35.3% |
| Admin fee / account holder | $7 | $400-98.3% | $13,984-100.0% | $513-98.6% |