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... | $328 |
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 | $53,367 | $58,264-8.4% | $86,612-38.4% | $71,457-25.3% |
| Participation rate | 96.2% | 65.0%+31.2pp | 71.7%+24.5pp | 67.9%+28.3pp |
| Annual return | 17.15% | 21.63%-4.5pp | 591.07%-573.9pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,488 | $2,574-3.3% | $3,022-17.7% | $2,588-3.8% |
| Participant deferral / active EE | $3,799 | $3,436+10.6% | $4,438-14.4% | $4,289-11.4% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,614-99.9% | $1,587-99.8% |