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 9-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 | Participant loan processing; Recordke... | $2,245 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,102 | $58,879-71.0% | $178,490-90.4% | $73,488-76.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 4.58% | 24.86%-20.3pp | 151.07%-146.5pp | 28.51%-23.9pp |
| Employer contribution / active EE | $2,071 | $2,236-7.4% | $5,011-58.7% | $2,270-8.8% |
| Participant deferral / active EE | $1,271 | $2,567-50.5% | $5,202-75.6% | $3,740-66.0% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.1% |