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 ... | $2,172 |
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 | $76,680 | $52,953+44.8% | $172,739-55.6% | $65,185+17.6% |
| Participation rate | 98.3% | 66.2%+32.2pp | 82.6%+15.7pp | 70.2%+28.1pp |
| Annual return | 20.51% | 30.12%-9.6pp | 802.84%-782.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,438 | $2,190+11.4% | $5,143-52.6% | $2,177+12.0% |
| Participant deferral / active EE | $4,064 | $2,471+64.5% | $5,198-21.8% | $3,514+15.7% |
| Admin fee / account holder | $12 | $472-97.4% | $13,954-99.9% | $847-98.5% |