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 | Account maintenance fees; Claims proc... | $2,747 |
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 | $28,686 | $52,953-45.8% | $172,739-83.4% | $65,185-56.0% |
| Participation rate | 99.3% | 66.2%+33.1pp | 82.6%+16.6pp | 70.2%+29.1pp |
| Annual return | 24.81% | 30.12%-5.3pp | 802.84%-778.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,246 | $2,190-43.1% | $5,143-75.8% | $2,177-42.8% |
| Participant deferral / active EE | $2,285 | $2,471-7.5% | $5,198-56.0% | $3,514-35.0% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.1% |