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 | Participant loan processing; Claims p... | $3,521 |
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 | $36,887 | $52,953-30.3% | $172,739-78.6% | $65,185-43.4% |
| Participation rate | 90.7% | 66.2%+24.5pp | 82.6%+8.0pp | 70.2%+20.5pp |
| Annual return | 24.60% | 30.12%-5.5pp | 802.84%-778.2pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,785 | $2,190-18.5% | $5,143-65.3% | $2,177-18.0% |
| Participant deferral / active EE | $3,255 | $2,471+31.8% | $5,198-37.4% | $3,514-7.4% |
| Admin fee / account holder | $9 | $472-98.1% | $13,954-99.9% | $847-98.9% |