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 8-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... | $1,180 |
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 | $21,988 | $91,190-75.9% | $178,490-87.7% | $79,858-72.5% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 15.82% | 24.19%-8.4pp | 151.07%-135.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $857 | $3,256-73.7% | $5,011-82.9% | $2,471-65.3% |
| Participant deferral / active EE | $3,070 | $3,236-5.1% | $5,202-41.0% | $3,740-17.9% |
| Admin fee / account holder | $8 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |