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... | $2,810 |
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 | $44,008 | $91,190-51.7% | $178,490-75.3% | $79,858-44.9% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 13.79% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,963 | $3,256-39.7% | $5,011-60.8% | $2,471-20.6% |
| Participant deferral / active EE | $1,958 | $3,236-39.5% | $5,202-62.4% | $3,740-47.7% |
| Admin fee / account holder | $43 | $6,751-99.4% | $13,984-99.7% | $5,306-99.2% |