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; Recordkeeping and ... | $2,829 |
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 | $23,913 | $52,670-54.6% | $90,404-73.5% | $73,409-67.4% |
| Participation rate | 85.4% | 67.7%+17.8pp | 72.7%+12.8pp | 72.2%+13.3pp |
| Annual return | 16.71% | 20.70%-4.0pp | 1293.02%-1276.3pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,024 | $1,872-45.3% | $3,262-68.6% | $2,234-54.2% |
| Participant deferral / active EE | $2,429 | $2,807-13.5% | $3,963-38.7% | $3,805-36.2% |
| Admin fee / account holder | $3 | $117-97.4% | $5,611-99.9% | $158-98.1% |