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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $4,095 |
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 | $25,666 | $52,293-50.9% | $178,490-85.6% | $73,409-65.0% |
| Participation rate | 84.4% | 65.3%+19.1pp | 81.9%+2.5pp | 72.2%+12.3pp |
| Annual return | 14.25% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,260 | $1,735-27.4% | $5,011-74.9% | $2,234-43.6% |
| Participant deferral / active EE | $1,237 | $2,332-47.0% | $5,202-76.2% | $3,805-67.5% |
| Admin fee / account holder | $8 | $127-93.8% | $13,984-99.9% | $158-95.0% |