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; Account maintenanc... | $555 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,974 | $79,124-84.9% | $60,874-80.3% | $64,808-81.5% |
| Participation rate | 91.8% | 77.7%+14.1pp | 73.1%+18.7pp | 71.5%+20.3pp |
| Annual return | -14.65% | -7.13%-7.5pp | 16.90%-31.5pp | 32.82%-47.5pp |
| Employer contribution / active EE | $753 | $3,050-75.3% | $2,701-72.1% | $2,506-69.9% |
| Participant deferral / active EE | $1,880 | $3,725-49.5% | $3,817-50.8% | $4,310-56.4% |
| Admin fee / account holder | $4 | $106-95.9% | $3,224-99.9% | $188-97.7% |