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 | Participant loan processing; Claims p... | $7,122 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,807 | $52,293-79.3% | $178,490-93.9% | $73,409-85.3% |
| Participation rate | 86.7% | 65.3%+21.4pp | 81.9%+4.8pp | 72.2%+14.5pp |
| Annual return | 5.05% | 34.75%-29.7pp | 151.07%-146.0pp | 59.29%-54.2pp |
| Employer contribution / active EE | $1,714 | $1,735-1.2% | $5,011-65.8% | $2,234-23.3% |
| Participant deferral / active EE | $1,141 | $2,332-51.1% | $5,202-78.1% | $3,805-70.0% |
| Admin fee / account holder | $47 | $127-63.3% | $13,984-99.7% | $158-70.4% |