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 ... | $1,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,861 | $58,879-54.4% | $178,490-85.0% | $73,488-63.4% |
| Participation rate | 97.5% | 66.2%+31.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 12.58% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $3,335 | $2,236+49.2% | $5,011-33.4% | $2,270+46.9% |
| Participant deferral / active EE | $2,069 | $2,567-19.4% | $5,202-60.2% | $3,740-44.7% |
| Admin fee / account holder | $8 | $400-98.0% | $13,984-99.9% | $513-98.5% |