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 8-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; Recordkeeping and ... | $4,978 |
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 | $53,711 | $52,293+2.7% | $178,490-69.9% | $73,409-26.8% |
| Participation rate | 97.7% | 65.3%+32.3pp | 81.9%+15.7pp | 72.2%+25.5pp |
| Annual return | 11.72% | 34.75%-23.0pp | 151.07%-139.3pp | 59.29%-47.6pp |
| Employer contribution / active EE | $4,166 | $1,735+140.0% | $5,011-16.9% | $2,234+86.5% |
| Participant deferral / active EE | $2,075 | $2,332-11.0% | $5,202-60.1% | $3,805-45.5% |
| Admin fee / account holder | $38 | $127-70.5% | $13,984-99.7% | $158-76.2% |