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... | $6,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,997 | $46,292-46.0% | $143,757-82.6% | $64,808-61.4% |
| Participation rate | 92.9% | 64.2%+28.7pp | 80.3%+12.6pp | 71.5%+21.5pp |
| Annual return | -15.09% | -10.05%-5.0pp | -0.04%-15.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,599 | $1,910-16.2% | $4,951-67.7% | $2,506-36.2% |
| Participant deferral / active EE | $2,813 | $2,646+6.3% | $5,637-50.1% | $4,310-34.7% |
| Admin fee / account holder | $8 | $154-94.6% | $14,673-99.9% | $188-95.6% |