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... | $1,223 |
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 | $22,665 | $52,953-57.2% | $172,739-86.9% | $65,185-65.2% |
| Participation rate | 96.6% | 66.2%+30.4pp | 82.6%+14.0pp | 70.2%+26.4pp |
| Annual return | 25.04% | 30.12%-5.1pp | 802.84%-777.8pp | 29.38%-4.3pp |
| Employer contribution / active EE | $2,721 | $2,190+24.3% | $5,143-47.1% | $2,177+25.0% |
| Participant deferral / active EE | $2,105 | $2,471-14.8% | $5,198-59.5% | $3,514-40.1% |
| Admin fee / account holder | $7 | $472-98.6% | $13,954-100.0% | $847-99.2% |