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... | $1,605 |
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 | $20,010 | $52,953-62.2% | $172,739-88.4% | $65,185-69.3% |
| Participation rate | 92.2% | 66.2%+26.0pp | 82.6%+9.6pp | 70.2%+22.0pp |
| Annual return | 15.57% | 30.12%-14.6pp | 802.84%-787.3pp | 29.38%-13.8pp |
| Employer contribution / active EE | $885 | $2,190-59.6% | $5,143-82.8% | $2,177-59.4% |
| Participant deferral / active EE | $1,608 | $2,471-34.9% | $5,198-69.1% | $3,514-54.2% |
| Admin fee / account holder | $10 | $472-97.8% | $13,954-99.9% | $847-98.8% |