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... | $879 |
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 | $29,133 | $85,202-65.8% | $172,739-83.1% | $72,985-60.1% |
| Participation rate | 97.8% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.3pp |
| Annual return | 15.23% | 27.32%-12.1pp | 802.84%-787.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,603 | $3,260-20.2% | $5,198-49.9% | $3,607-27.9% |
| Admin fee / account holder | $9 | $5,884-99.8% | $13,954-99.9% | $5,124-99.8% |