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 ... | $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 | $55,472-53.1% | $155,567-83.3% | $74,546-65.1% |
| Participation rate | 87.1% | 61.9%+25.2pp | 78.2%+8.9pp | 67.2%+19.9pp |
| Annual return | 13.00% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,230 | $2,269-45.8% | $4,674-73.7% | $2,624-53.1% |
| Participant deferral / active EE | $2,701 | $2,838-4.8% | $5,628-52.0% | $4,347-37.9% |
| Admin fee / account holder | $7 | $1,743-99.6% | $15,916-100.0% | $1,944-99.6% |