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 | $14,127 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $43,877 | $54,045-18.8% | $115,157-61.9% | $65,185-32.7% |
| Participation rate | 87.2% | 63.5%+23.6pp | 75.9%+11.3pp | 70.2%+17.0pp |
| Annual return | 26.54% | 26.55%0pp | 35.60%-9.1pp | 29.38%-2.8pp |
| Employer contribution / active EE | $1,677 | $1,653+1.5% | $3,179-47.2% | $2,177-22.9% |
| Participant deferral / active EE | $4,248 | $2,504+69.6% | $4,168+1.9% | $3,514+20.9% |
| Admin fee / account holder | $30 | $626-95.1% | $7,088-99.6% | $847-96.4% |