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 ... | $7,440 |
Participant 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 | $22,329 | $82,202-72.8% | $125,339-82.2% | $64,808-65.5% |
| Participation rate | 93.0% | 77.9%+15.1pp | 82.4%+10.6pp | 71.5%+21.5pp |
| Annual return | -12.84% | 3.48%-16.3pp | 572.05%-584.9pp | 32.82%-45.7pp |
| Employer contribution / active EE | $5,186 | $3,615+43.5% | $4,814+7.7% | $2,506+107.0% |
| Participant deferral / active EE | $689 | $7,175-90.4% | $7,446-90.7% | $4,310-84.0% |
| Admin fee / account holder | $16 | $163-90.4% | $10,010-99.8% | $188-91.6% |