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... | $4,201 |
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 | $29,466 | $95,542-69.2% | $69,455-57.6% | $67,579-56.4% |
| Participation rate | 85.8% | 79.4%+6.4pp | 74.6%+11.2pp | 71.3%+14.5pp |
| Annual return | 20.55% | 17.67%+2.9pp | 28.97%-8.4pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,194 | $2,989-60.0% | $2,779-57.0% | $2,148-44.4% |
| Participant deferral / active EE | $2,109 | $3,263-35.4% | $3,535-40.4% | $3,539-40.4% |
| Admin fee / account holder | $71 | $90-20.6% | $3,839-98.1% | $142-49.9% |