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 ... | $8,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,417 | $56,485-33.8% | $185,823-79.9% | $86,799-56.9% |
| Participation rate | 85.9% | 65.5%+20.4pp | 81.7%+4.2pp | 72.3%+13.6pp |
| Annual return | 15.83% | 118.04%-102.2pp | 122.05%-106.2pp | 97.91%-82.1pp |
| Employer contribution / active EE | $1,901 | $1,843+3.2% | $5,167-63.2% | $2,405-20.9% |
| Participant deferral / active EE | $1,756 | $2,553-31.2% | $5,568-68.5% | $4,131-57.5% |
| Admin fee / account holder | $8 | $150-94.4% | $16,237-99.9% | $170-95.0% |