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... | $0 |
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 | $16,687 | $46,292-64.0% | $143,757-88.4% | $64,808-74.3% |
| Participation rate | 95.6% | 64.2%+31.4pp | 80.3%+15.3pp | 71.5%+24.1pp |
| Annual return | -5.69% | -10.05%+4.4pp | -0.04%-5.7pp | 32.82%-38.5pp |
| Employer contribution / active EE | $1,266 | $1,910-33.7% | $4,951-74.4% | $2,506-49.5% |
| Participant deferral / active EE | $1,268 | $2,646-52.1% | $5,637-77.5% | $4,310-70.6% |
| Admin fee / account holder | $5 | $154-97.0% | $14,673-100.0% | $188-97.5% |