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; Account maintenanc... | $3,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,287 | $46,292-51.9% | $143,757-84.5% | $64,808-65.6% |
| Participation rate | 85.4% | 64.2%+21.2pp | 80.3%+5.1pp | 71.5%+14.0pp |
| Annual return | -13.30% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,343 | $1,910-29.7% | $4,951-72.9% | $2,506-46.4% |
| Participant deferral / active EE | $1,574 | $2,646-40.5% | $5,637-72.1% | $4,310-63.5% |
| Admin fee / account holder | $5 | $154-96.4% | $14,673-100.0% | $188-97.1% |