Filed March 27, 2025
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 | Participant loan processing; Recordke... | $6,221 |
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 | $30,857 | $62,928-51.0% | $172,739-82.1% | $67,579-54.3% |
| Participation rate | 94.5% | 64.5%+30.0pp | 82.6%+11.8pp | 71.3%+23.2pp |
| Annual return | 30.50% | 30.36%+0.1pp | 802.84%-772.3pp | 378.56%-348.1pp |
| Employer contribution / active EE | $1,107 | $1,636-32.3% | $5,143-78.5% | $2,148-48.4% |
| Participant deferral / active EE | $3,388 | $2,145+58.0% | $5,198-34.8% | $3,539-4.3% |
| Admin fee / account holder | $11 | $167-93.1% | $13,954-99.9% | $142-91.9% |