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 ... | $3,815 |
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 | $28,908 | $58,879-50.9% | $178,490-83.8% | $73,488-60.7% |
| Participation rate | 94.6% | 66.2%+28.4pp | 81.9%+12.7pp | 70.7%+23.9pp |
| Annual return | 15.00% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,001 | $2,236-55.2% | $5,011-80.0% | $2,270-55.9% |
| Participant deferral / active EE | $2,066 | $2,567-19.5% | $5,202-60.3% | $3,740-44.8% |
| Admin fee / account holder | $11 | $400-97.3% | $13,984-99.9% | $513-97.9% |