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 ... | $2,923 |
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 | $40,827 | $52,293-21.9% | $178,490-77.1% | $73,409-44.4% |
| Participation rate | 97.3% | 65.3%+32.0pp | 81.9%+15.4pp | 72.2%+25.2pp |
| Annual return | 17.16% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $2,289 | $1,735+31.9% | $5,011-54.3% | $2,234+2.5% |
| Participant deferral / active EE | $3,327 | $2,332+42.7% | $5,202-36.0% | $3,805-12.6% |
| Admin fee / account holder | $4 | $127-96.6% | $13,984-100.0% | $158-97.3% |