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 ... | $477 |
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 | $37,660 | $91,190-58.7% | $178,490-78.9% | $79,858-52.8% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.5pp | 69.6%+28.8pp |
| Annual return | 15.86% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,428 | $3,256-56.1% | $5,011-71.5% | $2,471-42.2% |
| Participant deferral / active EE | $4,563 | $3,236+41.0% | $5,202-12.3% | $3,740+22.0% |
| Admin fee / account holder | $5 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |