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 | Account maintenance fees; Claims proc... | $2,106 |
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 | $26,428 | $52,953-50.1% | $172,739-84.7% | $65,185-59.5% |
| Participation rate | 89.4% | 66.2%+23.3pp | 82.6%+6.8pp | 70.2%+19.2pp |
| Annual return | 19.08% | 30.12%-11.0pp | 802.84%-783.8pp | 29.38%-10.3pp |
| Employer contribution / active EE | $884 | $2,190-59.6% | $5,143-82.8% | $2,177-59.4% |
| Participant deferral / active EE | $1,138 | $2,471-53.9% | $5,198-78.1% | $3,514-67.6% |
| Admin fee / account holder | $6 | $472-98.7% | $13,954-100.0% | $847-99.3% |