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 ... | $1,061 |
Annual investment return 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 | $20,602 | $56,638-63.6% | $169,368-87.8% | $74,419-72.3% |
| Participation rate | 79.3% | 67.5%+11.7pp | 77.1%+2.1pp | 70.7%+8.5pp |
| Annual return | 11.20% | 24.75%-13.5pp | 405.60%-394.4pp | 34.38%-23.2pp |
| Employer contribution / active EE | $996 | $2,027-50.8% | $4,013-75.2% | $2,637-62.2% |
| Participant deferral / active EE | $1,816 | $4,223-57.0% | $6,221-70.8% | $4,528-59.9% |
| Admin fee / account holder | $2 | $307-99.2% | $9,003-100.0% | $348-99.3% |