Filed August 12, 2025
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 | Account maintenance fees; Claims proc... | $1,315 |
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 | $75,239 | $54,762+37.4% | $90,281-16.7% | $72,985+3.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.51% | 30.63%-7.1pp | 78.10%-54.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $6,840 | $2,092+226.9% | $2,854+139.6% | $2,440+180.3% |
| Participant deferral / active EE | $9,803 | $2,887+239.5% | $3,885+152.3% | $3,607+171.7% |
| Admin fee / account holder | $7 | $3,972-99.8% | $5,351-99.9% | $5,124-99.9% |