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 | Recordkeeping and information managem... | $7,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,492 | $50,815-63.6% | $155,509-88.1% | $77,643-76.2% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.6pp |
| Annual return | 18.21% | 34.80%-16.6pp | 64.67%-46.5pp | 31.24%-13.0pp |
| Employer contribution / active EE | $1,150 | $1,993-42.3% | $4,672-75.4% | $2,726-57.8% |
| Participant deferral / active EE | $2,490 | $2,822-11.8% | $5,626-55.7% | $4,647-46.4% |
| Admin fee / account holder | $16 | $437-96.2% | $15,912-99.9% | $430-96.2% |