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... | $479 |
Annual investment return 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 | $20,870 | $85,202-75.5% | $172,739-87.9% | $72,985-71.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 8.75% | 27.32%-18.6pp | 802.84%-794.1pp | 81.00%-72.2pp |
| Employer contribution / active EE | $1,944 | $3,324-41.5% | $5,143-62.2% | $2,440-20.3% |
| Participant deferral / active EE | $1,167 | $3,260-64.2% | $5,198-77.6% | $3,607-67.7% |
| Admin fee / account holder | $5 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |