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 | Account maintenance fees; Recordkeepi... | $1,453 |
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 | $24,125 | $52,953-54.4% | $172,739-86.0% | $65,185-63.0% |
| Participation rate | 99.2% | 66.2%+33.1pp | 82.6%+16.6pp | 70.2%+29.0pp |
| Annual return | 15.39% | 30.12%-14.7pp | 802.84%-787.5pp | 29.38%-14.0pp |
| Employer contribution / active EE | $1,159 | $2,190-47.1% | $5,143-77.5% | $2,177-46.7% |
| Participant deferral / active EE | $1,845 | $2,471-25.3% | $5,198-64.5% | $3,514-47.5% |
| Admin fee / account holder | $7 | $472-98.5% | $13,954-99.9% | $847-99.1% |