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 ... | $2,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,748 | $61,156-59.5% | $185,823-86.7% | $79,386-68.8% |
| Participation rate | 96.7% | 66.6%+30.1pp | 81.7%+15.0pp | 70.7%+26.0pp |
| Annual return | 30.96% | 19.45%+11.5pp | 122.05%-91.1pp | 116.85%-85.9pp |
| Employer contribution / active EE | $2,528 | $2,321+8.9% | $5,167-51.1% | $2,427+4.1% |
| Participant deferral / active EE | $1,376 | $2,789-50.7% | $5,568-75.3% | $4,046-66.0% |
| Admin fee / account holder | $12 | $710-98.3% | $16,237-99.9% | $626-98.1% |