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 | Participant loan processing; Claims p... | $2,679 |
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 | $33,676 | $91,190-63.1% | $178,490-81.1% | $79,858-57.8% |
| Participation rate | 88.3% | 69.2%+19.1pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 11.98% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,168 | $3,256-64.1% | $5,011-76.7% | $2,471-52.7% |
| Participant deferral / active EE | $2,466 | $3,236-23.8% | $5,202-52.6% | $3,740-34.1% |
| Admin fee / account holder | $14 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |