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 | Recordkeeping and information managem... | $6,577 |
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 | $27,729 | $52,293-47.0% | $178,490-84.5% | $73,409-62.2% |
| Participation rate | 92.3% | 65.3%+26.9pp | 81.9%+10.3pp | 72.2%+20.1pp |
| Annual return | 16.41% | 34.75%-18.3pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $921 | $1,735-46.9% | $5,011-81.6% | $2,234-58.8% |
| Participant deferral / active EE | $2,744 | $2,332+17.7% | $5,202-47.2% | $3,805-27.9% |
| Admin fee / account holder | $10 | $127-92.1% | $13,984-99.9% | $158-93.6% |