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 ... | $1,436 |
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 | $37,001 | $66,124-44.0% | $90,404-59.1% | $73,488-49.7% |
| Participation rate | 98.6% | 69.7%+28.9pp | 72.7%+25.9pp | 70.7%+27.9pp |
| Annual return | 10.98% | 17.65%-6.7pp | 1293.02%-1282.0pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,059 | $2,346-54.9% | $3,262-67.5% | $2,270-53.4% |
| Participant deferral / active EE | $3,178 | $3,039+4.6% | $3,963-19.8% | $3,740-15.0% |
| Admin fee / account holder | $9 | $396-97.7% | $5,611-99.8% | $513-98.2% |