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... | $1,200 |
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 | $96,669 | $100,923-4.2% | $150,045-35.6% | $74,304+30.1% |
| Participation rate | 95.2% | 70.1%+25.1pp | 82.3%+12.9pp | 60.3%+34.8pp |
| Annual return | 13.32% | 51.77%-38.4pp | 62.55%-49.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $5,476 | $3,463+58.1% | $4,693+16.7% | $2,241+144.3% |
| Participant deferral / active EE | $4,141 | $6,709-38.3% | $7,997-48.2% | $3,767+9.9% |
| Admin fee / account holder | $10 | $2,767-99.6% | $13,435-99.9% | $2,969-99.7% |