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; Account maintenanc... | $1,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,239 | $65,061-75.0% | $143,757-88.7% | $66,914-75.7% |
| Participation rate | 70.8% | 65.2%+5.6pp | 80.3%-9.6pp | 69.8%+1.0pp |
| Annual return | -14.53% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,413 | $2,361-40.1% | $4,951-71.5% | $2,544-44.5% |
| Participant deferral / active EE | $1,165 | $2,919-60.1% | $5,637-79.3% | $4,237-72.5% |
| Admin fee / account holder | $9 | $502-98.2% | $14,673-99.9% | $593-98.5% |