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... | $4,062 |
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 | $20,097 | $62,928-68.1% | $172,739-88.4% | $67,579-70.3% |
| Participation rate | 86.7% | 64.5%+22.2pp | 82.6%+4.0pp | 71.3%+15.4pp |
| Annual return | 22.18% | 30.36%-8.2pp | 802.84%-780.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $937 | $1,636-42.7% | $5,143-81.8% | $2,148-56.4% |
| Participant deferral / active EE | $858 | $2,145-60.0% | $5,198-83.5% | $3,539-75.8% |
| Admin fee / account holder | $7 | $167-95.7% | $13,954-99.9% | $142-94.9% |