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 8-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... | $2,339 |
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 | $55,437 | $47,126+17.6% | $149,673-63.0% | $74,419-25.5% |
| Participation rate | 89.0% | 63.4%+25.6pp | 78.8%+10.2pp | 70.7%+18.2pp |
| Annual return | 9.98% | 22.75%-12.8pp | 134.42%-124.4pp | 34.38%-24.4pp |
| Employer contribution / active EE | $4,373 | $1,905+129.5% | $4,818-9.2% | $2,637+65.8% |
| Participant deferral / active EE | $2,565 | $2,728-6.0% | $5,680-54.8% | $4,528-43.3% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |