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 | Participant loan processing; Recordke... | $740 |
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 | $41,769 | $51,197-18.4% | $82,719-49.5% | $66,914-37.6% |
| Participation rate | 87.1% | 67.8%+19.3pp | 72.6%+14.5pp | 69.8%+17.3pp |
| Annual return | -12.73% | -9.64%-3.1pp | 701.18%-713.9pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,338 | $2,611-10.5% | $3,009-22.3% | $2,544-8.1% |
| Participant deferral / active EE | $4,496 | $3,458+30.0% | $4,395+2.3% | $4,237+6.1% |
| Admin fee / account holder | $4 | $416-99.1% | $5,329-99.9% | $593-99.4% |