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; Account maintenanc... | $1,453 |
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 | $45,122 | $65,185-30.8% | - | $65,185-30.8% |
| Participation rate | 98.0% | 70.2%+27.8pp | - | 70.2%+27.8pp |
| Annual return | 22.39% | 29.38%-7.0pp | - | 29.38%-7.0pp |
| Employer contribution / active EE | $1,262 | $2,177-42.0% | - | $2,177-42.0% |
| Participant deferral / active EE | $1,460 | $3,514-58.4% | - | $3,514-58.4% |
| Admin fee / account holder | $7 | $847-99.2% | - | $847-99.2% |