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 | Account maintenance fees; Participant... | $707 |
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 | $50,401 | $54,762-8.0% | $90,281-44.2% | $72,985-30.9% |
| Participation rate | 93.4% | 65.1%+28.3pp | 73.3%+20.2pp | 69.5%+23.9pp |
| Annual return | 22.58% | 30.63%-8.1pp | 78.10%-55.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,479 | $2,092+18.5% | $2,854-13.2% | $2,440+1.6% |
| Participant deferral / active EE | $4,042 | $2,887+40.0% | $3,885+4.0% | $3,607+12.0% |
| Admin fee / account holder | $4 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |