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 ... | $969 |
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 | $47,604 | $91,190-47.8% | $178,490-73.3% | $79,858-40.4% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.1pp | 69.6%+27.4pp |
| Annual return | 22.93% | 24.19%-1.3pp | 151.07%-128.1pp | 31.71%-8.8pp |
| Employer contribution / active EE | $617 | $3,256-81.0% | $5,011-87.7% | $2,471-75.0% |
| Participant deferral / active EE | $2,809 | $3,236-13.2% | $5,202-46.0% | $3,740-24.9% |
| Admin fee / account holder | $8 | $6,751-99.9% | $13,984-99.9% | $5,306-99.9% |