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... | $2,693 |
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 | $35,932 | $95,416-62.3% | $185,823-80.7% | $85,850-58.1% |
| Participation rate | 94.8% | 68.8%+26.0pp | 81.7%+13.1pp | 69.3%+25.5pp |
| Annual return | 12.48% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,758 | $3,314-46.9% | $5,167-66.0% | $2,565-31.5% |
| Participant deferral / active EE | $2,729 | $3,423-20.3% | $5,568-51.0% | $3,952-30.9% |
| Admin fee / account holder | $13 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |