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 | Participant loan processing; Recordke... | $1,036 |
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 | $25,617 | $60,124-57.4% | $90,404-71.7% | $79,858-67.9% |
| Participation rate | 98.4% | 65.0%+33.5pp | 72.7%+25.8pp | 69.6%+28.8pp |
| Annual return | 9.98% | 71.94%-62.0pp | 1293.02%-1283.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,593 | $2,068-23.0% | $3,262-51.2% | $2,471-35.5% |
| Participant deferral / active EE | $1,726 | $2,938-41.3% | $3,963-56.5% | $3,740-53.9% |
| Admin fee / account holder | $209 | $3,976-94.7% | $5,611-96.3% | $5,306-96.1% |