Filed February 25, 2021
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 9-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... | $10,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,245 | $50,982-28.9% | $154,803-76.6% | $85,563-57.6% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 17.00% | 30.35%-13.4pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,620 | $1,708-5.2% | $4,305-62.4% | $2,654-38.9% |
| Participant deferral / active EE | $2,670 | $2,474+7.9% | $5,540-51.8% | $4,375-39.0% |
| Admin fee / account holder | $23 | $846-97.3% | $14,329-99.8% | $834-97.2% |