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... | $1,710 |
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 | $22,021 | $58,879-62.6% | $178,490-87.7% | $73,488-70.0% |
| Participation rate | 93.3% | 66.2%+27.1pp | 81.9%+11.4pp | 70.7%+22.6pp |
| Annual return | 14.92% | 24.86%-9.9pp | 151.07%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $966 | $2,236-56.8% | $5,011-80.7% | $2,270-57.5% |
| Participant deferral / active EE | $1,530 | $2,567-40.4% | $5,202-70.6% | $3,740-59.1% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.0% |