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... | $4,300 |
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 | $30,143 | $66,124-54.4% | $90,404-66.7% | $73,488-59.0% |
| Participation rate | 96.7% | 69.7%+27.0pp | 72.7%+24.0pp | 70.7%+26.0pp |
| Annual return | 18.47% | 17.65%+0.8pp | 1293.02%-1274.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $2,791 | $2,346+18.9% | $3,262-14.5% | $2,270+22.9% |
| Participant deferral / active EE | $3,466 | $3,039+14.0% | $3,963-12.6% | $3,740-7.3% |
| Admin fee / account holder | $8 | $396-97.9% | $5,611-99.9% | $513-98.4% |