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 | Account maintenance fees; Claims proc... | $11,673 |
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 | $51,275 | $46,292+10.8% | $143,757-64.3% | $64,808-20.9% |
| Participation rate | 97.3% | 64.2%+33.1pp | 80.3%+17.0pp | 71.5%+25.8pp |
| Annual return | -13.42% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.2pp |
| Employer contribution / active EE | $3,716 | $1,910+94.6% | $4,951-24.9% | $2,506+48.3% |
| Participant deferral / active EE | $2,420 | $2,646-8.5% | $5,637-57.1% | $4,310-43.9% |
| Admin fee / account holder | $37 | $154-76.2% | $14,673-99.8% | $188-80.5% |