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 7-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; Participant loan p... | $1,479 |
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 | $29,057 | $52,953-45.1% | $172,739-83.2% | $65,185-55.4% |
| Participation rate | 95.6% | 66.2%+29.4pp | 82.6%+13.0pp | 70.2%+25.4pp |
| Annual return | 21.33% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,269 | $2,190-42.1% | $5,143-75.3% | $2,177-41.7% |
| Participant deferral / active EE | $2,643 | $2,471+7.0% | $5,198-49.2% | $3,514-24.8% |
| Admin fee / account holder | $7 | $472-98.6% | $13,954-100.0% | $847-99.2% |