Filed February 5, 2020
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 | Account maintenance fees; Participant... | $2,815 |
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 | $32,865 | $52,953-37.9% | $172,739-81.0% | $65,185-49.6% |
| Participation rate | 98.0% | 66.2%+31.8pp | 82.6%+15.4pp | 70.2%+27.8pp |
| Annual return | 18.49% | 30.12%-11.6pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $729 | $2,190-66.7% | $5,143-85.8% | $2,177-66.5% |
| Participant deferral / active EE | $2,767 | $2,471+12.0% | $5,198-46.8% | $3,514-21.2% |
| Admin fee / account holder | $15 | $472-96.7% | $13,954-99.9% | $847-98.2% |