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 ... | $1,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,945 | $66,124-60.8% | $90,404-71.3% | $73,488-64.7% |
| Participation rate | 71.9% | 69.7%+2.2pp | 72.7%-0.8pp | 70.7%+1.2pp |
| Annual return | 25.78% | 17.65%+8.1pp | 1293.02%-1267.2pp | 28.51%-2.7pp |
| Employer contribution / active EE | $1,482 | $2,346-36.8% | $3,262-54.6% | $2,270-34.7% |
| Participant deferral / active EE | $2,150 | $3,039-29.3% | $3,963-45.8% | $3,740-42.5% |
| Admin fee / account holder | $7 | $396-98.3% | $5,611-99.9% | $513-98.7% |