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; Participant loan p... | $0 |
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 | $46,883 | $58,879-20.4% | $178,490-73.7% | $73,488-36.2% |
| Participation rate | 98.3% | 66.2%+32.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 12.13% | 24.86%-12.7pp | 151.07%-138.9pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,546 | $2,236+13.9% | $5,011-49.2% | $2,270+12.2% |
| Participant deferral / active EE | $2,377 | $2,567-7.4% | $5,202-54.3% | $3,740-36.4% |
| Admin fee / account holder | $4 | $400-99.0% | $13,984-100.0% | $513-99.2% |