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 7-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 ... | $288 |
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 | $32,517 | $65,409-50.3% | $98,442-67.0% | $85,850-62.1% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 69.3%+24.6pp |
| Annual return | 14.62% | 21.76%-7.1pp | 1492.73%-1478.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,213 | $2,168-44.0% | $2,960-59.0% | $2,565-52.7% |
| Participant deferral / active EE | $1,354 | $3,166-57.2% | $4,276-68.3% | $3,952-65.7% |
| Admin fee / account holder | $7 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |