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 ... | $1,081 |
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 | $90,667 | $58,879+54.0% | $178,490-49.2% | $73,488+23.4% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.5pp |
| Annual return | 16.20% | 24.86%-8.7pp | 151.07%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,533 | $2,236-31.4% | $5,011-69.4% | $2,270-32.5% |
| Participant deferral / active EE | $6,458 | $2,567+151.5% | $5,202+24.2% | $3,740+72.7% |
| Admin fee / account holder | $6 | $400-98.5% | $13,984-100.0% | $513-98.8% |