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... | $9,120 |
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 | $7,995 | $54,237-85.3% | $90,281-91.1% | $67,579-88.2% |
| Participation rate | 96.4% | 68.6%+27.8pp | 73.3%+23.2pp | 71.3%+25.2pp |
| Annual return | 25.70% | 37.27%-11.6pp | 78.10%-52.4pp | 378.56%-352.9pp |
| Employer contribution / active EE | $923 | $1,846-50.0% | $2,854-67.7% | $2,148-57.0% |
| Participant deferral / active EE | $1,519 | $2,625-42.2% | $3,885-60.9% | $3,539-57.1% |
| Admin fee / account holder | $33 | $123-73.6% | $5,351-99.4% | $142-77.1% |