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: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 22 · EIN 52-2206685 | Insurance Broker | $1,100 |
Filed as: NYLIFE SECURITIES Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,274 | $33,745+7.5% | $64,105-43.4% | $55,191-34.3% |
| Participation rate | 19.4% | 59.4%-40.0pp | 68.2%-48.8pp | 69.2%-49.8pp |
| Annual return | 4.14% | 4.95%-0.8pp | 791.24%-787.1pp | 10.78%-6.6pp |
| Employer contribution / active EE | $17 | $641-97.4% | $1,820-99.1% | $1,899-99.1% |
| Participant deferral / active EE | $678 | $1,929-64.9% | $2,822-76.0% | $3,046-77.8% |
| Admin fee / account holder | $8 | $94-91.1% | $4,499-99.8% | $91-90.8% |