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 ... | $852 |
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 | $35,913 | $48,230-25.5% | $67,502-46.8% | $80,856-55.6% |
| Participation rate | 91.5% | 66.4%+25.2pp | 72.9%+18.7pp | 67.6%+23.9pp |
| Annual return | 15.55% | 18.28%-2.7pp | 3512.12%-3496.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,078 | $2,020-46.6% | $2,731-60.5% | $2,755-60.9% |
| Participant deferral / active EE | $4,743 | $2,924+62.2% | $4,000+18.6% | $4,296+10.4% |
| Admin fee / account holder | $4 | $3,681-99.9% | $3,998-99.9% | $6,918-99.9% |