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 | Participant loan processing; Claims p... | $994 |
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 | $37,287 | $61,156-39.0% | $185,823-79.9% | $79,386-53.0% |
| Participation rate | 92.7% | 66.6%+26.0pp | 81.7%+11.0pp | 70.7%+22.0pp |
| Annual return | 14.22% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $998 | $2,321-57.0% | $5,167-80.7% | $2,427-58.9% |
| Participant deferral / active EE | $2,100 | $2,789-24.7% | $5,568-62.3% | $4,046-48.1% |
| Admin fee / account holder | $6 | $710-99.2% | $16,237-100.0% | $626-99.1% |