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 ... | $1,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,553 | $65,061-37.7% | $143,757-71.8% | $66,914-39.4% |
| Participation rate | 91.5% | 65.2%+26.3pp | 80.3%+11.2pp | 69.8%+21.7pp |
| Annual return | -10.34% | -11.14%+0.8pp | -0.04%-10.3pp | 1.58%-11.9pp |
| Employer contribution / active EE | $1,013 | $2,361-57.1% | $4,951-79.5% | $2,544-60.2% |
| Participant deferral / active EE | $2,407 | $2,919-17.5% | $5,637-57.3% | $4,237-43.2% |
| Admin fee / account holder | $19 | $502-96.2% | $14,673-99.9% | $593-96.8% |