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 | Participant loan processing; Claims p... | $17,168 |
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 | $16,493 | $52,293-68.5% | $178,490-90.8% | $73,409-77.5% |
| Participation rate | 88.5% | 65.3%+23.2pp | 81.9%+6.6pp | 72.2%+16.3pp |
| Annual return | 13.34% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $833 | $1,735-52.0% | $5,011-83.4% | $2,234-62.7% |
| Participant deferral / active EE | $1,025 | $2,332-56.0% | $5,202-80.3% | $3,805-73.1% |
| Admin fee / account holder | $34 | $127-73.1% | $13,984-99.8% | $158-78.3% |