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... | $1,117 |
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 | $42,253 | $91,190-53.7% | $178,490-76.3% | $79,858-47.1% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 18.13% | 24.19%-6.1pp | 151.07%-132.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,739 | $3,256-15.9% | $5,011-45.3% | $2,471+10.9% |
| Participant deferral / active EE | $1,970 | $3,236-39.1% | $5,202-62.1% | $3,740-47.3% |
| Admin fee / account holder | $6 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |