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... | $2,679 |
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 | $28,103 | $62,928-55.3% | $172,739-83.7% | $67,579-58.4% |
| Participation rate | 89.9% | 64.5%+25.4pp | 82.6%+7.2pp | 71.3%+18.6pp |
| Annual return | 18.98% | 30.36%-11.4pp | 802.84%-783.9pp | 378.56%-359.6pp |
| Employer contribution / active EE | $1,121 | $1,636-31.5% | $5,143-78.2% | $2,148-47.8% |
| Participant deferral / active EE | $1,423 | $2,145-33.6% | $5,198-72.6% | $3,539-59.8% |
| Admin fee / account holder | $9 | $167-94.7% | $13,954-99.9% | $142-93.8% |