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... | $1,503 |
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 | $29,841 | $52,953-43.6% | $172,739-82.7% | $65,185-54.2% |
| Participation rate | 98.7% | 66.2%+32.6pp | 82.6%+16.1pp | 70.2%+28.5pp |
| Annual return | 21.80% | 30.12%-8.3pp | 802.84%-781.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,653 | $2,190-24.5% | $5,143-67.9% | $2,177-24.1% |
| Participant deferral / active EE | $4,133 | $2,471+67.3% | $5,198-20.5% | $3,514+17.6% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |