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 ... | $3,092 |
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 | $36,790 | $54,237-32.2% | $90,281-59.2% | $67,579-45.6% |
| Participation rate | 96.0% | 68.6%+27.4pp | 73.3%+22.7pp | 71.3%+24.7pp |
| Annual return | 31.27% | 37.27%-6.0pp | 78.10%-46.8pp | 378.56%-347.3pp |
| Employer contribution / active EE | $539 | $1,846-70.8% | $2,854-81.1% | $2,148-74.9% |
| Participant deferral / active EE | $2,289 | $2,625-12.8% | $3,885-41.1% | $3,539-35.3% |
| Admin fee / account holder | $22 | $123-82.2% | $5,351-99.6% | $142-84.5% |