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 |
|---|---|---|
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 22 · EIN 52-2206685 | Insurance Broker | $1,000 |
Filed as: NYLIFE SECURITIES Service code 55 | Other Commissions | $0 |
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 | $52,600 | $46,360+13.5% | $147,614-64.4% | $52,331+0.5% |
| Participation rate | 70.1% | 64.9%+5.2pp | 84.6%-14.5pp | 68.1%+2.0pp |
| Annual return | 1.10% | 1.62%-0.5pp | 61.98%-60.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $382 | $2,126-82.0% | $5,564-93.1% | $1,882-79.7% |
| Participant deferral / active EE | $4,172 | $2,258+84.8% | $4,895-14.8% | $3,022+38.1% |
| Admin fee / account holder | $7 | $766-99.1% | $11,611-99.9% | $592-98.8% |