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 | Claims processing; Recordkeeping and ... | $1,171 |
Employer contribution per participant 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 | $16,194 | $62,573-74.1% | $85,682-81.1% | $85,850-81.1% |
| Participation rate | 90.7% | 61.1%+29.5pp | 69.9%+20.8pp | 69.3%+21.4pp |
| Annual return | 27.40% | 23.77%+3.6pp | 21.49%+5.9pp | 318.53%-291.1pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,872 | $2,802-33.2% | $3,923-52.3% | $3,952-52.6% |
| Admin fee / account holder | $10 | $4,640-99.8% | $6,873-99.9% | $6,260-99.8% |