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; Account maintenanc... | $1,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,445 | $65,061-70.1% | $143,757-86.5% | $66,914-70.9% |
| Participation rate | 91.3% | 65.2%+26.1pp | 80.3%+10.9pp | 69.8%+21.4pp |
| Annual return | 8.89% | -11.14%+20.0pp | -0.04%+8.9pp | 1.58%+7.3pp |
| Employer contribution / active EE | $1,091 | $2,361-53.8% | $4,951-78.0% | $2,544-57.1% |
| Participant deferral / active EE | $3,673 | $2,919+25.8% | $5,637-34.8% | $4,237-13.3% |
| Admin fee / account holder | $2 | $502-99.5% | $14,673-100.0% | $593-99.6% |