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 ... | $2,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,807 | $58,879-34.1% | $178,490-78.3% | $73,488-47.2% |
| Participation rate | 93.3% | 66.2%+27.0pp | 81.9%+11.3pp | 70.7%+22.6pp |
| Annual return | 14.82% | 24.86%-10.0pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,998 | $2,236-10.7% | $5,011-60.1% | $2,270-12.0% |
| Participant deferral / active EE | $2,382 | $2,567-7.2% | $5,202-54.2% | $3,740-36.3% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |