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; Participant loan p... | $11,645 |
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 | $62,691 | $56,485+11.0% | $185,823-66.3% | $86,799-27.8% |
| Participation rate | 94.8% | 65.5%+29.3pp | 81.7%+13.1pp | 72.3%+22.5pp |
| Annual return | 24.55% | 118.04%-93.5pp | 122.05%-97.5pp | 97.91%-73.4pp |
| Employer contribution / active EE | $3,886 | $1,843+110.9% | $5,167-24.8% | $2,405+61.6% |
| Participant deferral / active EE | $2,010 | $2,553-21.3% | $5,568-63.9% | $4,131-51.4% |
| Admin fee / account holder | $19 | $150-87.0% | $16,237-99.9% | $170-88.5% |