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... | $1,415 |
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 | $103,506 | $58,234+77.7% | $81,783+26.6% | $80,874+28.0% |
| Participation rate | 92.4% | 63.4%+29.0pp | 72.4%+20.1pp | 67.6%+24.8pp |
| Annual return | 15.92% | 41.70%-25.8pp | 775.05%-759.1pp | 35.62%-19.7pp |
| Employer contribution / active EE | $4,967 | $2,341+112.1% | $2,913+70.5% | $2,756+80.2% |
| Participant deferral / active EE | $4,165 | $3,283+26.9% | $4,320-3.6% | $4,297-3.1% |
| Admin fee / account holder | $9 | $4,982-99.8% | $7,380-99.9% | $6,935-99.9% |