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 | Participant loan processing; Claims p... | $1,200 |
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 | $75,640 | $52,953+42.8% | $172,739-56.2% | $65,185+16.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.61% | 30.12%-8.5pp | 802.84%-781.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,500 | $2,190+14.2% | $5,143-51.4% | $2,177+14.9% |
| Participant deferral / active EE | $5,965 | $2,471+141.4% | $5,198+14.8% | $3,514+69.8% |
| Admin fee / account holder | $6 | $472-98.7% | $13,954-100.0% | $847-99.2% |