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... | $5,882 |
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 | $23,132 | $58,879-60.7% | $178,490-87.0% | $73,488-68.5% |
| Participation rate | 91.8% | 66.2%+25.6pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 9.68% | 24.86%-15.2pp | 151.07%-141.4pp | 28.51%-18.8pp |
| Employer contribution / active EE | $2,574 | $2,236+15.1% | $5,011-48.6% | $2,270+13.4% |
| Participant deferral / active EE | $1,669 | $2,567-35.0% | $5,202-67.9% | $3,740-55.4% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |