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 9-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 ... | $28,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,434 | $47,126-56.6% | $149,673-86.3% | $74,419-72.5% |
| Participation rate | 84.4% | 63.4%+21.0pp | 78.8%+5.6pp | 70.7%+13.7pp |
| Annual return | 17.33% | 22.75%-5.4pp | 134.42%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,340 | $1,905-29.7% | $4,818-72.2% | $2,637-49.2% |
| Participant deferral / active EE | $2,796 | $2,728+2.5% | $5,680-50.8% | $4,528-38.3% |
| Admin fee / account holder | $112 | $343-67.3% | $13,210-99.2% | $348-67.7% |