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 ... | $1,062 |
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 | $35,128 | $85,202-58.8% | $172,739-79.7% | $72,985-51.9% |
| Participation rate | 98.9% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.4pp |
| Annual return | 36.07% | 27.32%+8.7pp | 802.84%-766.8pp | 81.00%-44.9pp |
| Employer contribution / active EE | $3,182 | $3,324-4.3% | $5,143-38.1% | $2,440+30.4% |
| Participant deferral / active EE | $2,354 | $3,260-27.8% | $5,198-54.7% | $3,607-34.7% |
| Admin fee / account holder | $7 | $5,884-99.9% | $13,954-99.9% | $5,124-99.9% |