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 ... | $856 |
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 | $43,681 | $66,124-33.9% | $90,404-51.7% | $73,488-40.6% |
| Participation rate | 91.5% | 69.7%+21.8pp | 72.7%+18.8pp | 70.7%+20.8pp |
| Annual return | 15.74% | 17.65%-1.9pp | 1293.02%-1277.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,297 | $2,346-2.1% | $3,262-29.6% | $2,270+1.2% |
| Participant deferral / active EE | $3,828 | $3,039+26.0% | $3,963-3.4% | $3,740+2.4% |
| Admin fee / account holder | $5 | $396-98.9% | $5,611-99.9% | $513-99.1% |