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 | $28,897 |
CLIFTONLARSONALLEN LLP8 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $6,300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,003 | $62,327+25.2% | $120,354-35.2% | $74,495+4.7% |
| Participation rate | 78.4% | 56.8%+21.6pp | 71.9%+6.5pp | 67.2%+11.2pp |
| Annual return | 13.27% | 18.61%-5.3pp | 107.15%-93.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,789 | $1,843+105.6% | $3,463+9.4% | $2,623+44.5% |
| Participant deferral / active EE | $5,990 | $2,893+107.1% | $4,991+20.0% | $4,346+37.8% |
| Admin fee / account holder | -$40 | $2,396-101.7% | $9,423-100.4% | $1,942-102.1% |