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... | $166 |
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 | $25,484 | $52,953-51.9% | $172,739-85.2% | $65,185-60.9% |
| Participation rate | 97.2% | 66.2%+31.1pp | 82.6%+14.6pp | 70.2%+27.0pp |
| Annual return | 19.78% | 30.12%-10.3pp | 802.84%-783.1pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,128 | $2,190-48.5% | $5,143-78.1% | $2,177-48.2% |
| Participant deferral / active EE | $950 | $2,471-61.6% | $5,198-81.7% | $3,514-73.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |