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 ... | $759 |
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 | $23,593 | $58,879-59.9% | $178,490-86.8% | $73,488-67.9% |
| Participation rate | 86.0% | 66.2%+19.8pp | 81.9%+4.1pp | 70.7%+15.3pp |
| Annual return | 30.08% | 24.86%+5.2pp | 151.07%-121.0pp | 28.51%+1.6pp |
| Employer contribution / active EE | $2,360 | $2,236+5.5% | $5,011-52.9% | $2,270+3.9% |
| Participant deferral / active EE | $4,310 | $2,567+67.9% | $5,202-17.1% | $3,740+15.2% |
| Admin fee / account holder | $4 | $400-99.1% | $13,984-100.0% | $513-99.3% |