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 | Claims processing; Recordkeeping and ... | $2,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,684 | $61,156-59.6% | $185,823-86.7% | $79,386-68.9% |
| Participation rate | 75.4% | 66.6%+8.8pp | 81.7%-6.3pp | 70.7%+4.7pp |
| Annual return | 15.14% | 19.45%-4.3pp | 122.05%-106.9pp | 116.85%-101.7pp |
| Employer contribution / active EE | $513 | $2,321-77.9% | $5,167-90.1% | $2,427-78.8% |
| Participant deferral / active EE | $2,290 | $2,789-17.9% | $5,568-58.9% | $4,046-43.4% |
| Admin fee / account holder | $7 | $710-99.0% | $16,237-100.0% | $626-98.9% |