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... | $916 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,858 | $85,202-74.3% | $172,739-87.3% | $72,985-70.1% |
| Participation rate | 95.7% | 70.1%+25.7pp | 82.6%+13.1pp | 69.5%+26.2pp |
| Annual return | 31.22% | 27.32%+3.9pp | 802.84%-771.6pp | 81.00%-49.8pp |
| Employer contribution / active EE | $7 | $3,324-99.8% | $5,143-99.9% | $2,440-99.7% |
| Participant deferral / active EE | $4,142 | $3,260+27.0% | $5,198-20.3% | $3,607+14.8% |
| Admin fee / account holder | $6 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |