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 ... | $1,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,577 | $61,156-40.2% | $185,823-80.3% | $79,386-53.9% |
| Participation rate | 98.2% | 66.6%+31.6pp | 81.7%+16.5pp | 70.7%+27.5pp |
| Annual return | 16.42% | 19.45%-3.0pp | 122.05%-105.6pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,463 | $2,321-36.9% | $5,167-71.7% | $2,427-39.7% |
| Participant deferral / active EE | $2,620 | $2,789-6.0% | $5,568-52.9% | $4,046-35.2% |
| Admin fee / account holder | $6 | $710-99.1% | $16,237-100.0% | $626-99.0% |