Filed December 21, 2023
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... | $2,239 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,097 | $55,415-54.7% | $155,509-83.9% | $74,495-66.3% |
| Participation rate | 84.7% | 61.9%+22.8pp | 78.2%+6.5pp | 67.2%+17.5pp |
| Annual return | 15.12% | 268.50%-253.4pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,598 | $2,267-29.5% | $4,672-65.8% | $2,623-39.1% |
| Participant deferral / active EE | $2,552 | $2,836-10.0% | $5,626-54.6% | $4,346-41.3% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |