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 ... | $1,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,763 | $106,749-19.7% | $145,433-41.0% | $82,448+4.0% |
| Participation rate | 96.1% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+28.0pp |
| Annual return | 14.75% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,065 | $3,444+47.1% | $4,554+11.2% | $2,551+98.6% |
| Participant deferral / active EE | $9,098 | $6,519+39.6% | $7,897+15.2% | $4,139+119.8% |
| Admin fee / account holder | $11 | $8,390-99.9% | $13,129-99.9% | $7,234-99.9% |