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; Participant loan p... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,447 | $56,485-69.1% | $185,823-90.6% | $86,799-79.9% |
| Participation rate | 96.4% | 65.5%+30.9pp | 81.7%+14.7pp | 72.3%+24.1pp |
| Annual return | 10.15% | 118.04%-107.9pp | 122.05%-111.9pp | 97.91%-87.8pp |
| Employer contribution / active EE | $1,304 | $1,843-29.2% | $5,167-74.8% | $2,405-45.8% |
| Participant deferral / active EE | $1,260 | $2,553-50.7% | $5,568-77.4% | $4,131-69.5% |
| Admin fee / account holder | $5 | $150-96.9% | $16,237-100.0% | $170-97.2% |