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... | $256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,326 | $73,867-37.3% | $143,757-67.8% | $68,494-32.4% |
| Participation rate | 96.9% | 66.7%+30.3pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -15.20% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,384 | $3,184-56.5% | $4,951-72.1% | $2,596-46.7% |
| Participant deferral / active EE | $3,495 | $3,384+3.3% | $5,637-38.0% | $4,027-13.2% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |