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 ... | $2,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,167 | $61,156-22.9% | $185,823-74.6% | $79,386-40.6% |
| Participation rate | 76.8% | 66.6%+10.2pp | 81.7%-4.9pp | 70.7%+6.1pp |
| Annual return | 17.52% | 19.45%-1.9pp | 122.05%-104.5pp | 116.85%-99.3pp |
| Employer contribution / active EE | $2,040 | $2,321-12.1% | $5,167-60.5% | $2,427-15.9% |
| Participant deferral / active EE | $1,988 | $2,789-28.7% | $5,568-64.3% | $4,046-50.9% |
| Admin fee / account holder | $9 | $710-98.7% | $16,237-99.9% | $626-98.5% |