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... | $1,415 |
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 | $103,506 | $58,208+77.8% | $81,812+26.5% | $80,856+28.0% |
| Participation rate | 92.4% | 63.4%+29.0pp | 72.3%+20.1pp | 67.6%+24.8pp |
| Annual return | 15.92% | 41.66%-25.7pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,967 | $2,340+112.3% | $2,912+70.6% | $2,755+80.3% |
| Participant deferral / active EE | $4,165 | $3,281+26.9% | $4,319-3.6% | $4,296-3.1% |
| Admin fee / account holder | $9 | $4,981-99.8% | $7,386-99.9% | $6,918-99.9% |