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 ... | $1,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,420 | $61,272-47.1% | $149,673-78.3% | $71,457-54.6% |
| Participation rate | 85.6% | 62.5%+23.1pp | 78.8%+6.8pp | 67.9%+17.7pp |
| Annual return | 18.40% | 35.85%-17.5pp | 134.42%-116.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,340 | $2,378-43.7% | $4,818-72.2% | $2,588-48.2% |
| Participant deferral / active EE | $3,015 | $2,917+3.4% | $5,680-46.9% | $4,289-29.7% |
| Admin fee / account holder | $3 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |