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... | $585 |
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 | $18,675 | $51,197-63.5% | $82,719-77.4% | $66,914-72.1% |
| Participation rate | 95.7% | 67.8%+27.9pp | 72.6%+23.2pp | 69.8%+25.9pp |
| Annual return | -13.82% | -9.64%-4.2pp | 701.18%-715.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,450 | $2,611-44.5% | $3,009-51.8% | $2,544-43.0% |
| Participant deferral / active EE | $1,727 | $3,458-50.0% | $4,395-60.7% | $4,237-59.2% |
| Admin fee / account holder | $2 | $416-99.5% | $5,329-100.0% | $593-99.6% |