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... | $8,108 |
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 | $17,947 | $52,293-65.7% | $178,490-89.9% | $73,409-75.6% |
| Participation rate | 90.9% | 65.3%+25.6pp | 81.9%+9.0pp | 72.2%+18.8pp |
| Annual return | 11.79% | 34.75%-23.0pp | 151.07%-139.3pp | 59.29%-47.5pp |
| Employer contribution / active EE | $1,575 | $1,735-9.2% | $5,011-68.6% | $2,234-29.5% |
| Participant deferral / active EE | $1,224 | $2,332-47.5% | $5,202-76.5% | $3,805-67.8% |
| Admin fee / account holder | $10 | $127-91.8% | $13,984-99.9% | $158-93.4% |