Filed October 11, 2021
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 6-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 ... | $2,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,485 | $47,126-60.8% | $149,673-87.6% | $74,419-75.2% |
| Participation rate | 82.7% | 63.4%+19.3pp | 78.8%+3.9pp | 70.7%+12.0pp |
| Annual return | 15.91% | 22.75%-6.8pp | 134.42%-118.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,270 | $1,905-33.4% | $4,818-73.6% | $2,637-51.9% |
| Participant deferral / active EE | $2,830 | $2,728+3.7% | $5,680-50.2% | $4,528-37.5% |
| Admin fee / account holder | $16 | $343-95.5% | $13,210-99.9% | $348-95.5% |