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 | Participant loan processing; Recordke... | $1,263 |
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 | $22,110 | $58,879-62.4% | $178,490-87.6% | $73,488-69.9% |
| Participation rate | 97.2% | 66.2%+31.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 3.84% | 24.86%-21.0pp | 151.07%-147.2pp | 28.51%-24.7pp |
| Employer contribution / active EE | $1,931 | $2,236-13.6% | $5,011-61.5% | $2,270-14.9% |
| Participant deferral / active EE | $2,529 | $2,567-1.5% | $5,202-51.4% | $3,740-32.4% |
| Admin fee / account holder | $5 | $400-98.7% | $13,984-100.0% | $513-99.0% |