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 ... | $2,702 |
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 | $36,709 | $58,879-37.7% | $178,490-79.4% | $73,488-50.0% |
| Participation rate | 88.7% | 66.2%+22.5pp | 81.9%+6.8pp | 70.7%+18.0pp |
| Annual return | 15.99% | 24.86%-8.9pp | 151.07%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $738 | $2,236-67.0% | $5,011-85.3% | $2,270-67.5% |
| Participant deferral / active EE | $2,010 | $2,567-21.7% | $5,202-61.4% | $3,740-46.2% |
| Admin fee / account holder | $16 | $400-96.0% | $13,984-99.9% | $513-96.9% |