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 ... | $2,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,681 | $65,061-57.5% | $143,757-80.7% | $66,914-58.6% |
| Participation rate | 95.7% | 65.2%+30.5pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -11.09% | -11.14%0pp | -0.04%-11.0pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,348 | $2,361-42.9% | $4,951-72.8% | $2,544-47.0% |
| Participant deferral / active EE | $3,777 | $2,919+29.4% | $5,637-33.0% | $4,237-10.9% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.1% |