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 ... | $6,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,377 | $46,292-30.1% | $143,757-77.5% | $64,808-50.0% |
| Participation rate | 97.2% | 64.2%+33.0pp | 80.3%+16.9pp | 71.5%+25.8pp |
| Annual return | -14.04% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,195 | $1,910+15.0% | $4,951-55.7% | $2,506-12.4% |
| Participant deferral / active EE | $3,184 | $2,646+20.4% | $5,637-43.5% | $4,310-26.1% |
| Admin fee / account holder | $7 | $154-95.8% | $14,673-100.0% | $188-96.5% |