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 | Participant loan processing; Claims p... | $1,463 |
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 | $44,055 | $63,745-30.9% | $98,442-55.2% | $79,386-44.5% |
| Participation rate | 98.7% | 69.9%+28.8pp | 73.3%+25.3pp | 70.7%+28.0pp |
| Annual return | 26.15% | 625.80%-599.6pp | 1492.73%-1466.6pp | 116.85%-90.7pp |
| Employer contribution / active EE | $2,364 | $2,557-7.6% | $2,960-20.1% | $2,427-2.6% |
| Participant deferral / active EE | $1,823 | $3,303-44.8% | $4,276-57.4% | $4,046-54.9% |
| Admin fee / account holder | $8 | $516-98.4% | $5,949-99.9% | $626-98.6% |