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... | $374 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,816 | $91,190-73.9% | $178,490-86.7% | $79,858-70.2% |
| Participation rate | 92.2% | 69.2%+23.0pp | 81.9%+10.3pp | 69.6%+22.6pp |
| Annual return | 7.92% | 24.19%-16.3pp | 151.07%-143.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,682 | $3,256-48.3% | $5,011-66.4% | $2,471-31.9% |
| Participant deferral / active EE | $1,973 | $3,236-39.0% | $5,202-62.1% | $3,740-47.2% |
| Admin fee / account holder | $238 | $6,751-96.5% | $13,984-98.3% | $5,306-95.5% |