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 | Participant loan processing; Claims p... | $6,417 |
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 | $39,980 | $56,485-29.2% | $185,823-78.5% | $86,799-53.9% |
| Participation rate | 97.9% | 65.5%+32.4pp | 81.7%+16.2pp | 72.3%+25.6pp |
| Annual return | 18.34% | 118.04%-99.7pp | 122.05%-103.7pp | 97.91%-79.6pp |
| Employer contribution / active EE | $2,090 | $1,843+13.4% | $5,167-59.5% | $2,405-13.1% |
| Participant deferral / active EE | $3,267 | $2,553+28.0% | $5,568-41.3% | $4,131-20.9% |
| Admin fee / account holder | $7 | $150-95.1% | $16,237-100.0% | $170-95.7% |