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 ... | $2,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,122 | $39,948+165.7% | $89,391+18.7% | $73,409+44.6% |
| Participation rate | 92.0% | 50.4%+41.5pp | 68.0%+24.0pp | 72.2%+19.8pp |
| Annual return | 25.52% | 50.12%-24.6pp | 245.62%-220.1pp | 59.29%-33.8pp |
| Employer contribution / active EE | $5,081 | $1,200+323.5% | $2,586+96.5% | $2,234+127.5% |
| Participant deferral / active EE | $9,493 | $2,193+332.9% | $3,890+144.0% | $3,805+149.4% |
| Admin fee / account holder | $2 | $134-98.5% | $4,881-100.0% | $158-98.7% |