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 9-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 ... | $1,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,217 | $58,264-5.2% | $86,612-36.2% | $71,457-22.7% |
| Participation rate | 89.0% | 65.0%+24.0pp | 71.7%+17.3pp | 67.9%+21.0pp |
| Annual return | 19.04% | 21.63%-2.6pp | 591.07%-572.0pp | 28.85%-9.8pp |
| Employer contribution / active EE | $4,183 | $2,574+62.5% | $3,022+38.4% | $2,588+61.6% |
| Participant deferral / active EE | $1,734 | $3,436-49.5% | $4,438-60.9% | $4,289-59.6% |
| Admin fee / account holder | $6 | $1,057-99.4% | $5,614-99.9% | $1,587-99.6% |