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 | Participant loan processing; Claims p... | $704 |
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 | $50,595 | $58,264-13.2% | $86,612-41.6% | $71,457-29.2% |
| Participation rate | 92.4% | 65.0%+27.4pp | 71.7%+20.7pp | 67.9%+24.5pp |
| Annual return | 17.67% | 21.63%-4.0pp | 591.07%-573.4pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,814 | $2,574+9.3% | $3,022-6.9% | $2,588+8.7% |
| Participant deferral / active EE | $5,368 | $3,436+56.2% | $4,438+21.0% | $4,289+25.2% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,614-99.9% | $1,587-99.8% |