See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYLIFE SECURITIES INC Service code 55 ATTN FINANCIAL MANAGEMENT · NEW YORK, NY 10010 | Other Commissions | $24,553 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,130 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,808 | $57,651+8.9% | $112,229-44.0% | $71,457-12.1% |
| Participation rate | 96.9% | 58.9%+38.0pp | 72.4%+24.5pp | 67.9%+29.0pp |
| Annual return | 17.89% | 18.32%-0.4pp | 30.20%-12.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,690 | $1,913+92.9% | $3,430+7.6% | $2,588+42.6% |
| Participant deferral / active EE | $6,703 | $2,863+134.1% | $4,798+39.7% | $4,289+56.3% |
| Admin fee / account holder | $35 | $1,581-97.8% | $7,748-99.5% | $1,587-97.8% |