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; Participant loan p... | $2,493 |
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 | $53,955 | $52,293+3.2% | $178,490-69.8% | $73,409-26.5% |
| Participation rate | 96.8% | 65.3%+31.5pp | 81.9%+14.9pp | 72.2%+24.7pp |
| Annual return | 16.35% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,437 | $1,735-17.2% | $5,011-71.3% | $2,234-35.7% |
| Participant deferral / active EE | $3,873 | $2,332+66.1% | $5,202-25.5% | $3,805+1.8% |
| Admin fee / account holder | $6 | $127-95.4% | $13,984-100.0% | $158-96.3% |