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... | $2,690 |
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 | $49,699 | $52,953-6.1% | $172,739-71.2% | $65,185-23.8% |
| Participation rate | 94.8% | 66.2%+28.6pp | 82.6%+12.2pp | 70.2%+24.6pp |
| Annual return | 24.42% | 30.12%-5.7pp | 802.84%-778.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,294 | $2,190+4.8% | $5,143-55.4% | $2,177+5.4% |
| Participant deferral / active EE | $2,467 | $2,471-0.2% | $5,198-52.5% | $3,514-29.8% |
| Admin fee / account holder | $12 | $472-97.5% | $13,954-99.9% | $847-98.6% |