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 | Participant loan processing; Claims p... | $710 |
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 | $34,803 | $48,795-28.7% | $65,493-46.9% | $84,808-59.0% |
| Participation rate | 90.7% | 67.0%+23.7pp | 73.1%+17.6pp | 68.3%+22.4pp |
| Annual return | 14.32% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,164 | $1,930-39.7% | $2,574-54.8% | $2,631-55.8% |
| Participant deferral / active EE | $4,615 | $2,928+57.6% | $3,961+16.5% | $4,212+9.6% |
| Admin fee / account holder | $6 | $3,877-99.9% | $5,028-99.9% | $7,344-99.9% |