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; Participant loan p... | $1,627 |
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 | $18,598 | $85,202-78.2% | $172,739-89.2% | $72,985-74.5% |
| Participation rate | 86.6% | 70.1%+16.5pp | 82.6%+3.9pp | 69.5%+17.1pp |
| Annual return | 17.64% | 27.32%-9.7pp | 802.84%-785.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,092 | $3,324-67.1% | $5,143-78.8% | $2,440-55.2% |
| Participant deferral / active EE | $1,690 | $3,260-48.2% | $5,198-67.5% | $3,607-53.2% |
| Admin fee / account holder | $12 | $5,884-99.8% | $13,954-99.9% | $5,124-99.8% |