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 ... | $4,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,249 | $46,464-15.5% | $150,298-73.9% | $79,634-50.7% |
| Participation rate | 75.8% | 57.0%+18.8pp | 77.8%-2.0pp | 62.5%+13.3pp |
| Annual return | 13.86% | 27.89%-14.0pp | 62.79%-48.9pp | 36.46%-22.6pp |
| Employer contribution / active EE | $1,032 | $1,512-31.8% | $4,154-75.2% | $2,529-59.2% |
| Participant deferral / active EE | $1,817 | $2,157-15.7% | $5,453-66.7% | $3,835-52.6% |
| Admin fee / account holder | $13 | $891-98.5% | $14,116-99.9% | $1,002-98.7% |