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... | $1,679 |
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 | $14,551 | $52,953-72.5% | $172,739-91.6% | $65,185-77.7% |
| Participation rate | 90.8% | 66.2%+24.6pp | 82.6%+8.1pp | 70.2%+20.6pp |
| Annual return | 21.66% | 30.12%-8.5pp | 802.84%-781.2pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,119 | $2,190-48.9% | $5,143-78.2% | $2,177-48.6% |
| Participant deferral / active EE | $2,180 | $2,471-11.7% | $5,198-58.0% | $3,514-37.9% |
| Admin fee / account holder | $4 | $472-99.2% | $13,954-100.0% | $847-99.5% |