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: NYLIFE SECURITIES INC Service code 55 FINANCIAL MANAGEMENT · NEW YORK, NY 10010 | Other Commissions | $137,752 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,765 |
Filed as: SNYDER COHN Service code 10 · EIN 52-1022232 | Accounting | $5,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,803 | $106,110-29.5% | $147,005-49.1% | $77,671-3.7% |
| Participation rate | 74.3% | 78.4%-4.1pp | 82.2%-7.9pp | 70.6%+3.7pp |
| Annual return | 20.10% | 56.77%-36.7pp | 418.76%-398.7pp | 31.21%-11.1pp |
| Employer contribution / active EE | $2,450 | $4,065-39.7% | $4,934-50.4% | $2,726-10.2% |
| Participant deferral / active EE | $7,067 | $7,992-11.6% | $8,070-12.4% | $4,648+52.0% |
| Admin fee / account holder | $170 | $338-49.6% | $13,006-98.7% | $430-60.5% |