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 ... | $1,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,072 | $58,879-52.3% | $178,490-84.3% | $73,488-61.8% |
| Participation rate | 83.2% | 66.2%+17.0pp | 81.9%+1.3pp | 70.7%+12.6pp |
| Annual return | 15.23% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $963 | $2,236-56.9% | $5,011-80.8% | $2,270-57.6% |
| Participant deferral / active EE | $863 | $2,567-66.4% | $5,202-83.4% | $3,740-76.9% |
| Admin fee / account holder | $4 | $400-98.9% | $13,984-100.0% | $513-99.2% |