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 ... | $916 |
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 | $38,927 | $51,620-24.6% | $90,281-56.9% | $65,185-40.3% |
| Participation rate | 94.0% | 68.6%+25.3pp | 73.3%+20.7pp | 70.2%+23.8pp |
| Annual return | 34.86% | 24.94%+9.9pp | 78.10%-43.2pp | 29.38%+5.5pp |
| Employer contribution / active EE | $2,354 | $2,235+5.3% | $2,854-17.5% | $2,177+8.2% |
| Participant deferral / active EE | $3,621 | $2,871+26.1% | $3,885-6.8% | $3,514+3.1% |
| Admin fee / account holder | $5 | $384-98.7% | $5,351-99.9% | $847-99.4% |