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 |
|---|---|---|
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 22 · EIN 52-2206685 | Insurance Broker | $0 |
NYL SECURITIES1+ years Service code 55 | Other Commissions | $0 |
Filed as: NYLIFE SECURITIES Service code 61 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,968 | $41,854-18.8% | $73,843-54.0% | $52,331-35.1% |
| Participation rate | 86.2% | 66.2%+20.0pp | 73.4%+12.8pp | 68.1%+18.1pp |
| Annual return | 0.60% | 2.11%-1.5pp | 2267.84%-2267.2pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,493 | $1,920-22.2% | $2,787-46.4% | $1,882-20.6% |
| Participant deferral / active EE | $1,401 | $2,498-43.9% | $3,583-60.9% | $3,022-53.6% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |