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... | $2,571 |
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 | $28,455 | $58,879-51.7% | $178,490-84.1% | $73,488-61.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.23% | 24.86%-11.6pp | 151.07%-137.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $637 | $2,236-71.5% | $5,011-87.3% | $2,270-71.9% |
| Participant deferral / active EE | $2,146 | $2,567-16.4% | $5,202-58.7% | $3,740-42.6% |
| Admin fee / account holder | $6 | $400-98.6% | $13,984-100.0% | $513-98.9% |