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 ... | $2,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,063 | $58,879+49.6% | $178,490-50.7% | $73,488+19.8% |
| Participation rate | 97.6% | 66.2%+31.3pp | 81.9%+15.6pp | 70.7%+26.9pp |
| Annual return | 17.42% | 24.86%-7.4pp | 151.07%-133.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,698 | $2,236+20.7% | $5,011-46.2% | $2,270+18.9% |
| Participant deferral / active EE | $4,478 | $2,567+74.4% | $5,202-13.9% | $3,740+19.8% |
| Admin fee / account holder | $13 | $400-96.8% | $13,984-99.9% | $513-97.5% |