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 | Account maintenance fees; Claims proc... | $4,009 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,002 | $55,415-53.1% | $155,509-83.3% | $74,495-65.1% |
| Participation rate | 87.1% | 61.9%+25.2pp | 78.2%+8.9pp | 67.2%+19.9pp |
| Annual return | 13.00% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,230 | $2,267-45.7% | $4,672-73.7% | $2,623-53.1% |
| Participant deferral / active EE | $2,701 | $2,836-4.8% | $5,626-52.0% | $4,346-37.8% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |