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 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $7,795 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12186 | Consulting | $3,533 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $26,952 | $65,061-58.6% | $143,757-81.3% | $66,914-59.7% |
| Participation rate | 72.4% | 65.2%+7.2pp | 80.3%-7.9pp | 69.8%+2.6pp |
| Annual return | -23.85% | -11.14%-12.7pp | -0.04%-23.8pp | 1.58%-25.4pp |
| Employer contribution / active EE | $1,359 | $2,361-42.4% | $4,951-72.5% | $2,544-46.6% |
| Participant deferral / active EE | $1,224 | $2,919-58.1% | $5,637-78.3% | $4,237-71.1% |
| Admin fee / account holder | $43 | $502-91.5% | $14,673-99.7% | $593-92.8% |