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 |
|---|---|---|
Filed as: NYLIFE SECURITIES INC Service code 55 51 MADISON AVE · NEW YORK, NY 10010 | Other Commissions | $12,771 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $40,628 | $65,557-38.0% | $105,738-61.6% | $56,287-27.8% |
| Participation rate | 78.6% | 63.4%+15.2pp | 76.3%+2.2pp | 69.9%+8.7pp |
| Annual return | -7.79% | -1.32%-6.5pp | 6.27%-14.1pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,407 | $1,788-21.3% | $3,268-56.9% | $2,111-33.3% |
| Participant deferral / active EE | $3,592 | $2,418+48.6% | $4,080-12.0% | $3,350+7.2% |
| Admin fee / account holder | $35 | $561-93.8% | $6,913-99.5% | $521-93.3% |