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 9-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 ... | $2,929 |
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 | $27,417 | $46,100-40.5% | $86,590-68.3% | $69,631-60.6% |
| Participation rate | 95.1% | 67.2%+27.9pp | 73.5%+21.5pp | 70.7%+24.4pp |
| Annual return | 16.54% | 21.02%-4.5pp | 964.84%-948.3pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $586 | $1,850-68.3% | $2,839-79.4% | $2,032-71.2% |
| Participant deferral / active EE | $2,150 | $2,432-11.6% | $3,609-40.4% | $3,224-33.3% |
| Admin fee / account holder | $8 | $94-92.0% | $4,906-99.8% | $110-93.2% |