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 ... | $5,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,633 | $61,156-58.1% | $185,823-86.2% | $79,386-67.7% |
| Participation rate | 98.4% | 66.6%+31.7pp | 81.7%+16.7pp | 70.7%+27.7pp |
| Annual return | 16.55% | 19.45%-2.9pp | 122.05%-105.5pp | 116.85%-100.3pp |
| Employer contribution / active EE | $634 | $2,321-72.7% | $5,167-87.7% | $2,427-73.9% |
| Participant deferral / active EE | $2,177 | $2,789-21.9% | $5,568-60.9% | $4,046-46.2% |
| Admin fee / account holder | $7 | $710-99.1% | $16,237-100.0% | $626-98.9% |