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... | $5,615 |
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 | $28,550 | $56,972-49.9% | $182,532-84.4% | $65,185-56.2% |
| Participation rate | 98.5% | 66.5%+32.0pp | 78.0%+20.5pp | 70.2%+28.3pp |
| Annual return | 23.07% | 27.67%-4.6pp | 148.54%-125.5pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,171 | $1,615+34.5% | $4,076-46.7% | $2,177-0.2% |
| Participant deferral / active EE | $4,029 | $3,526+14.3% | $5,524-27.1% | $3,514+14.7% |
| Admin fee / account holder | $11 | $528-98.0% | $8,592-99.9% | $847-98.8% |