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; Account maintenanc... | $484 |
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 | $30,099 | $85,202-64.7% | $172,739-82.6% | $72,985-58.8% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.9pp | 69.5%+29.0pp |
| Annual return | 21.42% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,475 | $3,324-55.6% | $5,143-71.3% | $2,440-39.5% |
| Participant deferral / active EE | $4,297 | $3,260+31.8% | $5,198-17.3% | $3,607+19.1% |
| Admin fee / account holder | $4 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |