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 ... | $2,195 |
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 | $28,590 | $91,190-68.6% | $178,490-84.0% | $79,858-64.2% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 17.58% | 24.19%-6.6pp | 151.07%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,733 | $3,256-46.8% | $5,011-65.4% | $2,471-29.9% |
| Participant deferral / active EE | $1,760 | $3,236-45.6% | $5,202-66.2% | $3,740-52.9% |
| Admin fee / account holder | $14 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |