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 ... | $2,727 |
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 | $19,426 | $50,458-61.5% | $159,960-87.9% | $64,808-70.0% |
| Participation rate | 85.7% | 68.0%+17.6pp | 78.0%+7.7pp | 71.5%+14.2pp |
| Annual return | -10.70% | -13.42%+2.7pp | 408.60%-419.3pp | 32.82%-43.5pp |
| Employer contribution / active EE | $1,047 | $1,722-39.2% | $4,226-75.2% | $2,506-58.2% |
| Participant deferral / active EE | $2,006 | $4,004-49.9% | $6,182-67.6% | $4,310-53.5% |
| Admin fee / account holder | $7 | $706-99.1% | $8,698-99.9% | $188-96.5% |