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 ... | $1,169 |
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 | $42,616 | $66,124-35.6% | $90,404-52.9% | $73,488-42.0% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 16.35% | 17.65%-1.3pp | 1293.02%-1276.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $725 | $2,346-69.1% | $3,262-77.8% | $2,270-68.1% |
| Participant deferral / active EE | $2,733 | $3,039-10.1% | $3,963-31.0% | $3,740-26.9% |
| Admin fee / account holder | $6 | $396-98.5% | $5,611-99.9% | $513-98.9% |