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 | Participant loan processing; Claims p... | $8,665 |
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 | $20,748 | $52,293-60.3% | $178,490-88.4% | $73,409-71.7% |
| Participation rate | 90.0% | 65.3%+24.7pp | 81.9%+8.1pp | 72.2%+17.8pp |
| Annual return | 3.28% | 34.75%-31.5pp | 151.07%-147.8pp | 59.29%-56.0pp |
| Employer contribution / active EE | $1,726 | $1,735-0.6% | $5,011-65.6% | $2,234-22.7% |
| Participant deferral / active EE | $778 | $2,332-66.6% | $5,202-85.0% | $3,805-79.5% |
| Admin fee / account holder | $10 | $127-92.4% | $13,984-99.9% | $158-93.9% |