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 ... | $568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,160 | $61,156-47.4% | $185,823-82.7% | $79,386-59.5% |
| Participation rate | 83.7% | 66.6%+17.1pp | 81.7%+2.0pp | 70.7%+13.0pp |
| Annual return | 15.70% | 19.45%-3.7pp | 122.05%-106.3pp | 116.85%-101.1pp |
| Employer contribution / active EE | $448 | $2,321-80.7% | $5,167-91.3% | $2,427-81.5% |
| Participant deferral / active EE | $3,122 | $2,789+11.9% | $5,568-43.9% | $4,046-22.8% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.6% |