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 ... | $5,423 |
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 | $15,027 | $54,237-72.3% | $90,281-83.4% | $67,579-77.8% |
| Participation rate | 95.5% | 68.6%+26.9pp | 73.3%+22.2pp | 71.3%+24.2pp |
| Annual return | 17.06% | 37.27%-20.2pp | 78.10%-61.0pp | 378.56%-361.5pp |
| Employer contribution / active EE | $404 | $1,846-78.1% | $2,854-85.9% | $2,148-81.2% |
| Participant deferral / active EE | $1,538 | $2,625-41.4% | $3,885-60.4% | $3,539-56.6% |
| Admin fee / account holder | $20 | $123-83.6% | $5,351-99.6% | $142-85.8% |