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; Participant loan p... | $5,399 |
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 | $22,128 | $58,879-62.4% | $178,490-87.6% | $73,488-69.9% |
| Participation rate | 98.0% | 66.2%+31.7pp | 81.9%+16.0pp | 70.7%+27.3pp |
| Annual return | 15.24% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $618 | $2,236-72.4% | $5,011-87.7% | $2,270-72.8% |
| Participant deferral / active EE | $1,968 | $2,567-23.3% | $5,202-62.2% | $3,740-47.4% |
| Admin fee / account holder | $7 | $400-98.3% | $13,984-100.0% | $513-98.7% |