Filed October 11, 2021
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 6-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 | Account maintenance fees; Participant... | $2,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,323 | $46,292-64.7% | $143,757-88.6% | $64,808-74.8% |
| Participation rate | 82.5% | 64.2%+18.3pp | 80.3%+2.2pp | 71.5%+11.1pp |
| Annual return | -13.08% | -10.05%-3.0pp | -0.04%-13.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,191 | $1,910-37.6% | $4,951-75.9% | $2,506-52.5% |
| Participant deferral / active EE | $2,501 | $2,646-5.5% | $5,637-55.6% | $4,310-42.0% |
| Admin fee / account holder | $19 | $154-87.7% | $14,673-99.9% | $188-89.9% |