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 ... | $1,209 |
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 | $40,722 | $65,365-37.7% | $92,893-56.2% | $72,985-44.2% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 26.23% | 42.10%-15.9pp | 109.41%-83.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,770 | $2,594-31.8% | $3,653-51.5% | $2,440-27.4% |
| Participant deferral / active EE | $1,911 | $3,128-38.9% | $4,236-54.9% | $3,607-47.0% |
| Admin fee / account holder | $14 | $4,251-99.7% | $5,794-99.8% | $5,124-99.7% |