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 | Claims processing; Recordkeeping and ... | $981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,736 | $63,745+42.3% | $98,442-7.8% | $79,386+14.3% |
| Participation rate | 97.0% | 69.9%+27.2pp | 73.3%+23.7pp | 70.7%+26.3pp |
| Annual return | 17.98% | 625.80%-607.8pp | 1492.73%-1474.7pp | 116.85%-98.9pp |
| Employer contribution / active EE | $4,941 | $2,557+93.2% | $2,960+66.9% | $2,427+103.5% |
| Participant deferral / active EE | $7,382 | $3,303+123.5% | $4,276+72.6% | $4,046+82.5% |
| Admin fee / account holder | $5 | $516-99.0% | $5,949-99.9% | $626-99.2% |