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 ... | $563 |
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 | $96,388 | $91,190+5.7% | $178,490-46.0% | $79,858+20.7% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 11.63% | 24.19%-12.6pp | 151.07%-139.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $11,530 | $3,256+254.1% | $5,011+130.1% | $2,471+366.6% |
| Participant deferral / active EE | $7,537 | $3,236+132.9% | $5,202+44.9% | $3,740+101.5% |
| Admin fee / account holder | $5 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |