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 | Account maintenance fees; Claims proc... | $1,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,882 | $81,248-32.5% | $155,509-64.7% | $80,856-32.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.53% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,297 | $3,100-58.2% | $4,672-72.2% | $2,755-52.9% |
| Participant deferral / active EE | $3,167 | $3,452-8.3% | $5,626-43.7% | $4,296-26.3% |
| Admin fee / account holder | $9 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |