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... | $885 |
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 | $48,724 | $63,745-23.6% | $98,442-50.5% | $79,386-38.6% |
| Participation rate | 95.2% | 69.9%+25.4pp | 73.3%+21.9pp | 70.7%+24.5pp |
| Annual return | 18.09% | 625.80%-607.7pp | 1492.73%-1474.6pp | 116.85%-98.8pp |
| Employer contribution / active EE | $2,757 | $2,557+7.8% | $2,960-6.9% | $2,427+13.6% |
| Participant deferral / active EE | $4,883 | $3,303+47.8% | $4,276+14.2% | $4,046+20.7% |
| Admin fee / account holder | $5 | $516-99.1% | $5,949-99.9% | $626-99.3% |