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 | Account maintenance fees; Claims proc... | $7 |
Annual investment return 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 | $92,105 | $52,953+73.9% | $172,739-46.7% | $65,185+41.3% |
| Participation rate | 97.7% | 66.2%+31.5pp | 82.6%+15.1pp | 70.2%+27.5pp |
| Annual return | 14.63% | 30.12%-15.5pp | 802.84%-788.2pp | 29.38%-14.8pp |
| Employer contribution / active EE | $7,435 | $2,190+239.5% | $5,143+44.6% | $2,177+241.6% |
| Participant deferral / active EE | $4,830 | $2,471+95.5% | $5,198-7.1% | $3,514+37.5% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |