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 ... | $1,554 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,398 | $58,264-65.0% | $86,612-76.4% | $71,457-71.5% |
| Participation rate | 88.1% | 65.0%+23.1pp | 71.7%+16.4pp | 67.9%+20.1pp |
| Annual return | 11.06% | 21.63%-10.6pp | 591.07%-580.0pp | 28.85%-17.8pp |
| Employer contribution / active EE | $2,296 | $2,574-10.8% | $3,022-24.0% | $2,588-11.3% |
| Participant deferral / active EE | $1,017 | $3,436-70.4% | $4,438-77.1% | $4,289-76.3% |
| Admin fee / account holder | $7 | $1,057-99.3% | $5,614-99.9% | $1,587-99.6% |