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 ... | $1,084 |
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 | $129,977 | $65,409+98.7% | $98,442+32.0% | $85,850+51.4% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 69.3%+26.4pp |
| Annual return | 27.89% | 21.76%+6.1pp | 1492.73%-1464.8pp | 318.53%-290.6pp |
| Employer contribution / active EE | $7,557 | $2,168+248.6% | $2,960+155.3% | $2,565+194.6% |
| Participant deferral / active EE | $6,368 | $3,166+101.1% | $4,276+48.9% | $3,952+61.1% |
| Admin fee / account holder | $172 | $4,593-96.2% | $5,949-97.1% | $6,260-97.2% |