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 ... | $5,613 |
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 | $18,384 | $52,670-65.1% | $90,404-79.7% | $73,409-75.0% |
| Participation rate | 97.0% | 67.7%+29.4pp | 72.7%+24.3pp | 72.2%+24.9pp |
| Annual return | 13.16% | 20.70%-7.5pp | 1293.02%-1279.9pp | 59.29%-46.1pp |
| Employer contribution / active EE | $1,909 | $1,872+2.0% | $3,262-41.5% | $2,234-14.5% |
| Participant deferral / active EE | $1,647 | $2,807-41.3% | $3,963-58.4% | $3,805-56.7% |
| Admin fee / account holder | $19 | $117-83.6% | $5,611-99.7% | $158-87.9% |