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 9-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 ... | $1,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,863 | $61,156-34.8% | $185,823-78.5% | $79,386-49.8% |
| Participation rate | 92.4% | 66.6%+25.8pp | 81.7%+10.7pp | 70.7%+21.7pp |
| Annual return | 15.05% | 19.45%-4.4pp | 122.05%-107.0pp | 116.85%-101.8pp |
| Employer contribution / active EE | $727 | $2,321-68.7% | $5,167-85.9% | $2,427-70.1% |
| Participant deferral / active EE | $2,531 | $2,789-9.2% | $5,568-54.5% | $4,046-37.4% |
| Admin fee / account holder | $7 | $710-99.0% | $16,237-100.0% | $626-98.9% |