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... | $3,257 |
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 | $33,077 | $52,953-37.5% | $172,739-80.9% | $65,185-49.3% |
| Participation rate | 92.6% | 66.2%+26.4pp | 82.6%+9.9pp | 70.2%+22.4pp |
| Annual return | 22.82% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,072 | $2,190-5.4% | $5,143-59.7% | $2,177-4.8% |
| Participant deferral / active EE | $1,603 | $2,471-35.1% | $5,198-69.2% | $3,514-54.4% |
| Admin fee / account holder | $9 | $472-98.0% | $13,954-99.9% | $847-98.9% |