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... | $2,855 |
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 | $26,382 | $52,953-50.2% | $172,739-84.7% | $65,185-59.5% |
| Participation rate | 85.5% | 66.2%+19.3pp | 82.6%+2.8pp | 70.2%+15.3pp |
| Annual return | 18.27% | 30.12%-11.9pp | 802.84%-784.6pp | 29.38%-11.1pp |
| Employer contribution / active EE | $569 | $2,190-74.0% | $5,143-88.9% | $2,177-73.9% |
| Participant deferral / active EE | $1,730 | $2,471-30.0% | $5,198-66.7% | $3,514-50.8% |
| Admin fee / account holder | $6 | $472-98.7% | $13,954-100.0% | $847-99.3% |