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; Account maintenanc... | $890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,177 | $51,197-60.6% | $82,719-75.6% | $66,914-69.8% |
| Participation rate | 71.8% | 67.8%+4.0pp | 72.6%-0.8pp | 69.8%+2.0pp |
| Annual return | -12.32% | -9.64%-2.7pp | 701.18%-713.5pp | 1.58%-13.9pp |
| Employer contribution / active EE | $636 | $2,611-75.6% | $3,009-78.9% | $2,544-75.0% |
| Participant deferral / active EE | $1,906 | $3,458-44.9% | $4,395-56.6% | $4,237-55.0% |
| Admin fee / account holder | $7 | $416-98.3% | $5,329-99.9% | $593-98.8% |