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... | $12,139 |
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 | $9,869 | $52,670-81.3% | $90,404-89.1% | $73,409-86.6% |
| Participation rate | 96.1% | 67.7%+28.5pp | 72.7%+23.5pp | 72.2%+24.0pp |
| Annual return | 21.26% | 20.70%+0.6pp | 1293.02%-1271.8pp | 59.29%-38.0pp |
| Employer contribution / active EE | $1,276 | $1,872-31.8% | $3,262-60.9% | $2,234-42.9% |
| Participant deferral / active EE | $1,472 | $2,807-47.6% | $3,963-62.9% | $3,805-61.3% |
| Admin fee / account holder | $17 | $117-85.7% | $5,611-99.7% | $158-89.5% |