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... | $21,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,979 | $53,136-60.5% | $155,509-86.5% | $199,593-89.5% |
| Participation rate | 95.2% | 64.1%+31.1pp | 78.2%+17.0pp | 72.0%+23.2pp |
| Annual return | 16.16% | 41.15%-25.0pp | 64.67%-48.5pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,691 | $1,851-8.7% | $4,672-63.8% | $3,034-44.3% |
| Participant deferral / active EE | $2,566 | $3,161-18.8% | $5,626-54.4% | $5,087-49.6% |
| Admin fee / account holder | $11 | $185-93.9% | $15,912-99.9% | $269-95.8% |