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 ... | $110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,681 | $77,899-43.9% | $149,673-70.8% | $75,163-41.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.13% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,440 | $3,137-54.1% | $4,818-70.1% | $2,670-46.1% |
| Participant deferral / active EE | $3,923 | $3,411+15.0% | $5,680-30.9% | $4,125-4.9% |
| Admin fee / account holder | $1 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |