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 9-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... | $716 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,364 | $51,620-16.0% | $90,281-52.0% | $65,185-33.5% |
| Participation rate | 92.5% | 68.6%+23.8pp | 73.3%+19.2pp | 70.2%+22.3pp |
| Annual return | 19.40% | 24.94%-5.5pp | 78.10%-58.7pp | 29.38%-10.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,570 | $2,871-45.3% | $3,885-59.6% | $3,514-55.3% |
| Admin fee / account holder | $7 | $384-98.3% | $5,351-99.9% | $847-99.2% |