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 | Participant loan processing; Account ... | $2,919 |
Service code 25 1920 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Directed Trustee | $850 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
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 | $65,906 | $55,415+18.9% | $155,509-57.6% | $74,495-11.5% |
| Participation rate | 87.2% | 61.9%+25.3pp | 78.2%+9.0pp | 67.2%+20.0pp |
| Annual return | 17.11% | 268.50%-251.4pp | 64.67%-47.6pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,556 | $2,267+12.7% | $4,672-45.3% | $2,623-2.6% |
| Participant deferral / active EE | $6,131 | $2,836+116.2% | $5,626+9.0% | $4,346+41.1% |
| Admin fee / account holder | $9 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |