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; Account maintenanc... | $2,934 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,017 | $65,061-20.0% | $143,757-63.8% | $66,914-22.3% |
| Participation rate | 91.0% | 65.2%+25.9pp | 80.3%+10.7pp | 69.8%+21.2pp |
| Annual return | -13.17% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $2,730 | $2,361+15.6% | $4,951-44.9% | $2,544+7.3% |
| Participant deferral / active EE | $3,386 | $2,919+16.0% | $5,637-39.9% | $4,237-20.1% |
| Admin fee / account holder | $9 | $502-98.2% | $14,673-99.9% | $593-98.5% |