Filed December 21, 2023
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; Participant loan p... | $2,239 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,097 | $55,472-54.8% | $155,567-83.9% | $74,546-66.3% |
| Participation rate | 84.7% | 61.9%+22.8pp | 78.2%+6.5pp | 67.2%+17.5pp |
| Annual return | 15.12% | 268.72%-253.6pp | 64.74%-49.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $1,598 | $2,269-29.6% | $4,674-65.8% | $2,624-39.1% |
| Participant deferral / active EE | $2,552 | $2,838-10.1% | $5,628-54.7% | $4,347-41.3% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,916-99.9% | $1,944-99.6% |