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... | $2,090 |
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 | $87,659 | $40,522+116.3% | $84,611+3.6% | $67,579+29.7% |
| Participation rate | 90.8% | 51.1%+39.7pp | 68.2%+22.6pp | 71.3%+19.6pp |
| Annual return | 24.44% | 32.72%-8.3pp | 258.74%-234.3pp | 378.56%-354.1pp |
| Employer contribution / active EE | $6,488 | $1,146+466.1% | $2,652+144.6% | $2,148+202.1% |
| Participant deferral / active EE | $8,545 | $2,132+300.8% | $3,899+119.2% | $3,539+141.4% |
| Admin fee / account holder | $0 | $145-99.9% | $4,912-100.0% | $142-99.9% |