Filed January 19, 2024
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 ... | $19,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,820 | $95,776+98.2% | $162,163+17.1% | $77,787+144.0% |
| Participation rate | 99.1% | 88.6%+10.4pp | 87.6%+11.5pp | 73.2%+25.9pp |
| Annual return | 21.38% | 37.03%-15.7pp | 115.59%-94.2pp | 32.57%-11.2pp |
| Employer contribution / active EE | $2,974 | $3,874-23.2% | $5,614-47.0% | $2,504+18.7% |
| Participant deferral / active EE | $9,411 | $6,125+53.6% | $7,298+29.0% | $3,967+137.2% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |