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 ... | $2,296 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,751 | $62,928-67.0% | $172,739-88.0% | $67,579-69.3% |
| Participation rate | 88.8% | 64.5%+24.4pp | 82.6%+6.2pp | 71.3%+17.5pp |
| Annual return | 17.42% | 30.36%-12.9pp | 802.84%-785.4pp | 378.56%-361.1pp |
| Employer contribution / active EE | $783 | $1,636-52.1% | $5,143-84.8% | $2,148-63.5% |
| Participant deferral / active EE | $628 | $2,145-70.7% | $5,198-87.9% | $3,539-82.3% |
| Admin fee / account holder | $7 | $167-96.0% | $13,954-100.0% | $142-95.3% |