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 10-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... | $1,049 |
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 | $24,706 | $58,879-58.0% | $178,490-86.2% | $73,488-66.4% |
| Participation rate | 95.6% | 66.2%+29.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 13.94% | 24.86%-10.9pp | 151.07%-137.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,784 | $2,236-20.2% | $5,011-64.4% | $2,270-21.4% |
| Participant deferral / active EE | $1,676 | $2,567-34.7% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $27 | $400-93.2% | $13,984-99.8% | $513-94.7% |