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 5-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... | $120 |
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 | $16,044 | $58,879-72.8% | $178,490-91.0% | $73,488-78.2% |
| Participation rate | 86.4% | 66.2%+20.1pp | 81.9%+4.4pp | 70.7%+15.7pp |
| Annual return | 16.39% | 24.86%-8.5pp | 151.07%-134.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,558 | $2,236-30.3% | $5,011-68.9% | $2,270-31.4% |
| Participant deferral / active EE | $2,344 | $2,567-8.7% | $5,202-54.9% | $3,740-37.3% |
| Admin fee / account holder | $1 | $400-99.7% | $13,984-100.0% | $513-99.8% |