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 ... | $6,222 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,682 | $50,815-67.2% | $155,509-89.3% | $77,643-78.5% |
| Participation rate | 88.6% | 63.1%+25.5pp | 78.2%+10.4pp | 70.6%+18.0pp |
| Annual return | 13.54% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,090 | $1,993-45.3% | $4,672-76.7% | $2,726-60.0% |
| Participant deferral / active EE | $1,015 | $2,822-64.0% | $5,626-82.0% | $4,647-78.2% |
| Admin fee / account holder | $27 | $437-93.8% | $15,912-99.8% | $430-93.7% |