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... | $1,090 |
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 | $21,532 | $66,124-67.4% | $90,404-76.2% | $73,488-70.7% |
| Participation rate | 91.9% | 69.7%+22.2pp | 72.7%+19.2pp | 70.7%+21.2pp |
| Annual return | 15.74% | 17.65%-1.9pp | 1293.02%-1277.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,355 | $2,346-42.2% | $3,262-58.5% | $2,270-40.3% |
| Participant deferral / active EE | $1,607 | $3,039-47.1% | $3,963-59.4% | $3,740-57.0% |
| Admin fee / account holder | $5 | $396-98.8% | $5,611-99.9% | $513-99.0% |