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 ... | $14,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,879 | $50,982-45.3% | $154,803-82.0% | $85,563-67.4% |
| Participation rate | 82.5% | 59.8%+22.7pp | 78.1%+4.4pp | 66.0%+16.5pp |
| Annual return | 14.42% | 30.35%-15.9pp | 58.88%-44.5pp | 31.51%-17.1pp |
| Employer contribution / active EE | $1,647 | $1,708-3.6% | $4,305-61.7% | $2,654-37.9% |
| Participant deferral / active EE | $2,244 | $2,474-9.3% | $5,540-59.5% | $4,375-48.7% |
| Admin fee / account holder | $13 | $846-98.4% | $14,329-99.9% | $834-98.4% |