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; Recordke... | $2,420 |
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 | $43,200 | $61,156-29.4% | $185,823-76.8% | $79,386-45.6% |
| Participation rate | 99.2% | 66.6%+32.6pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 30.91% | 19.45%+11.5pp | 122.05%-91.1pp | 116.85%-85.9pp |
| Employer contribution / active EE | $2,567 | $2,321+10.6% | $5,167-50.3% | $2,427+5.8% |
| Participant deferral / active EE | $4,660 | $2,789+67.1% | $5,568-16.3% | $4,046+15.2% |
| Admin fee / account holder | $10 | $710-98.5% | $16,237-99.9% | $626-98.3% |