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... | $1,535 |
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 | $24,931 | $52,953-52.9% | $172,739-85.6% | $65,185-61.8% |
| Participation rate | 90.7% | 66.2%+24.5pp | 82.6%+8.0pp | 70.2%+20.5pp |
| Annual return | 21.96% | 30.12%-8.2pp | 802.84%-780.9pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,835 | $2,190-16.2% | $5,143-64.3% | $2,177-15.7% |
| Participant deferral / active EE | $1,512 | $2,471-38.8% | $5,198-70.9% | $3,514-57.0% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |