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 ... | $782 |
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 | $24,414 | $58,879-58.5% | $178,490-86.3% | $73,488-66.8% |
| Participation rate | 94.2% | 66.2%+28.0pp | 81.9%+12.3pp | 70.7%+23.6pp |
| Annual return | 11.73% | 24.86%-13.1pp | 151.07%-139.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,377 | $2,236-38.4% | $5,011-72.5% | $2,270-39.3% |
| Participant deferral / active EE | $1,260 | $2,567-50.9% | $5,202-75.8% | $3,740-66.3% |
| Admin fee / account holder | $5 | $400-98.7% | $13,984-100.0% | $513-99.0% |