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 | Account maintenance fees; Claims proc... | $1,570 |
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 | $21,508 | $52,953-59.4% | $172,739-87.5% | $65,185-67.0% |
| Participation rate | 91.4% | 66.2%+25.2pp | 82.6%+8.8pp | 70.2%+21.2pp |
| Annual return | 20.68% | 30.12%-9.4pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $908 | $2,190-58.5% | $5,143-82.3% | $2,177-58.3% |
| Participant deferral / active EE | $2,088 | $2,471-15.5% | $5,198-59.8% | $3,514-40.6% |
| Admin fee / account holder | $6 | $472-98.8% | $13,954-100.0% | $847-99.3% |