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 ... | $2,206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,063 | $61,156-27.9% | $185,823-76.3% | $79,386-44.5% |
| Participation rate | 90.9% | 66.6%+24.3pp | 81.7%+9.2pp | 70.7%+20.2pp |
| Annual return | 13.40% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,990 | $2,321-14.2% | $5,167-61.5% | $2,427-18.0% |
| Participant deferral / active EE | $2,574 | $2,789-7.7% | $5,568-53.8% | $4,046-36.4% |
| Admin fee / account holder | $7 | $710-99.0% | $16,237-100.0% | $626-98.8% |