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 9-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; Participant loan p... | $3,003 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,035 | $47,722-35.0% | $82,719-62.5% | $64,808-52.1% |
| Participation rate | 85.0% | 67.6%+17.3pp | 72.6%+12.4pp | 71.5%+13.5pp |
| Annual return | -12.20% | -13.05%+0.9pp | 701.18%-713.4pp | 32.82%-45.0pp |
| Employer contribution / active EE | $315 | $2,179-85.5% | $3,009-89.5% | $2,506-87.4% |
| Participant deferral / active EE | $1,716 | $3,329-48.5% | $4,395-61.0% | $4,310-60.2% |
| Admin fee / account holder | $12 | $143-91.7% | $5,329-99.8% | $188-93.7% |