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... | $5,427 |
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 | $18,686 | $62,928-70.3% | $172,739-89.2% | $67,579-72.3% |
| Participation rate | 99.0% | 64.5%+34.5pp | 82.6%+16.3pp | 71.3%+27.7pp |
| Annual return | 22.76% | 30.36%-7.6pp | 802.84%-780.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $610 | $1,636-62.7% | $5,143-88.1% | $2,148-71.6% |
| Participant deferral / active EE | $1,942 | $2,145-9.5% | $5,198-62.6% | $3,539-45.1% |
| Admin fee / account holder | $6 | $167-96.2% | $13,954-100.0% | $142-95.6% |