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 7-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 ... | $553 |
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 | $158,744 | $58,879+169.6% | $178,490-11.1% | $73,488+116.0% |
| Participation rate | 98.0% | 66.2%+31.7pp | 81.9%+16.0pp | 70.7%+27.3pp |
| Annual return | 217.43% | 24.86%+192.6pp | 151.07%+66.4pp | 28.51%+188.9pp |
| Employer contribution / active EE | $8,840 | $2,236+295.3% | $5,011+76.4% | $2,270+289.4% |
| Participant deferral / active EE | $5,579 | $2,567+117.3% | $5,202+7.3% | $3,740+49.2% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |