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 | Participant loan processing; Claims p... | $830 |
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 | $21,532 | $58,264-63.0% | $86,612-75.1% | $71,457-69.9% |
| Participation rate | 98.6% | 65.0%+33.6pp | 71.7%+26.9pp | 67.9%+30.7pp |
| Annual return | 16.34% | 21.63%-5.3pp | 591.07%-574.7pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,586 | $2,574-38.4% | $3,022-47.5% | $2,588-38.7% |
| Participant deferral / active EE | $1,679 | $3,436-51.1% | $4,438-62.2% | $4,289-60.8% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,614-100.0% | $1,587-99.8% |