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 ... | $2,078 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,242 | $52,953-54.2% | $172,739-86.0% | $65,185-62.8% |
| Participation rate | 74.1% | 66.2%+7.9pp | 82.6%-8.5pp | 70.2%+3.9pp |
| Annual return | 17.97% | 30.12%-12.2pp | 802.84%-784.9pp | 29.38%-11.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,239 | $2,471-9.4% | $5,198-56.9% | $3,514-36.3% |
| Admin fee / account holder | $8 | $472-98.2% | $13,954-99.9% | $847-99.0% |