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 ATTN FINANCIAL MANAGEMENT · NEW YORK, NY 10010 | Other Commissions | $23,071 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,357 | $62,603-21.2% | $104,294-52.7% | $66,914-26.2% |
| Participation rate | 98.7% | 59.6%+39.1pp | 73.3%+25.4pp | 69.8%+28.9pp |
| Annual return | -15.74% | -14.70%-1.0pp | 24.61%-40.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,645 | $1,972+34.2% | $3,372-21.6% | $2,544+4.0% |
| Participant deferral / active EE | $6,042 | $2,853+111.8% | $4,625+30.6% | $4,237+42.6% |
| Admin fee / account holder | $1 | $656-99.9% | $7,339-100.0% | $593-99.9% |