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 ... | $5,297 |
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 | $43,736 | $52,953-17.4% | $172,739-74.7% | $65,185-32.9% |
| Participation rate | 83.7% | 66.2%+17.5pp | 82.6%+1.0pp | 70.2%+13.5pp |
| Annual return | 23.14% | 30.12%-7.0pp | 802.84%-779.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,365 | $2,190-37.6% | $5,143-73.5% | $2,177-37.3% |
| Participant deferral / active EE | $1,931 | $2,471-21.8% | $5,198-62.8% | $3,514-45.0% |
| Admin fee / account holder | $62 | $472-86.9% | $13,954-99.6% | $847-92.7% |