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; Account maintenanc... | $2,116 |
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 | $29,525 | $73,867-60.0% | $143,757-79.5% | $68,494-56.9% |
| Participation rate | 88.8% | 66.7%+22.1pp | 80.3%+8.4pp | 67.9%+20.9pp |
| Annual return | -11.14% | 1.01%-12.1pp | -0.04%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,677 | $3,184-47.3% | $4,951-66.1% | $2,596-35.4% |
| Participant deferral / active EE | $2,798 | $3,384-17.3% | $5,637-50.4% | $4,027-30.5% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |