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 ... | $809 |
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 | $60,099 | $48,570+23.7% | $130,648-54.0% | $72,985-17.7% |
| Participation rate | 97.0% | 58.6%+38.4pp | 71.7%+25.3pp | 69.5%+27.5pp |
| Annual return | 20.68% | 38.63%-17.9pp | 1708.96%-1688.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $524 | $1,334-60.7% | $4,092-87.2% | $2,440-78.5% |
| Participant deferral / active EE | $3,063 | $2,384+28.5% | $3,603-15.0% | $3,607-15.1% |
| Admin fee / account holder | $9 | $3,549-99.8% | $5,464-99.8% | $5,124-99.8% |