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... | $1,583 |
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 | $60,247 | $66,124-8.9% | $90,404-33.4% | $73,488-18.0% |
| Participation rate | 89.3% | 69.7%+19.7pp | 72.7%+16.7pp | 70.7%+18.7pp |
| Annual return | 13.20% | 17.65%-4.5pp | 1293.02%-1279.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $994 | $2,346-57.6% | $3,262-69.5% | $2,270-56.2% |
| Participant deferral / active EE | $2,673 | $3,039-12.1% | $3,963-32.6% | $3,740-28.5% |
| Admin fee / account holder | $9 | $396-97.7% | $5,611-99.8% | $513-98.2% |