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; Account maintenanc... | $1,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,723 | $55,415-21.1% | $155,509-71.9% | $74,495-41.3% |
| Participation rate | 83.3% | 61.9%+21.4pp | 78.2%+5.1pp | 67.2%+16.1pp |
| Annual return | 22.49% | 268.50%-246.0pp | 64.67%-42.2pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $1,265 | $2,267-44.2% | $4,672-72.9% | $2,623-51.8% |
| Participant deferral / active EE | $1,216 | $2,836-57.1% | $5,626-78.4% | $4,346-72.0% |
| Admin fee / account holder | $17 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |