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... | $2,819 |
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 | $35,329 | $58,879-40.0% | $178,490-80.2% | $73,488-51.9% |
| Participation rate | 78.3% | 66.2%+12.1pp | 81.9%-3.6pp | 70.7%+7.6pp |
| Annual return | 15.73% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,381 | $2,236-38.2% | $5,011-72.4% | $2,270-39.1% |
| Participant deferral / active EE | $3,279 | $2,567+27.7% | $5,202-37.0% | $3,740-12.3% |
| Admin fee / account holder | $10 | $400-97.5% | $13,984-99.9% | $513-98.1% |