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 ... | $1,145 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,147 | $61,156-67.1% | $185,823-89.2% | $79,386-74.6% |
| Participation rate | 83.2% | 66.6%+16.6pp | 81.7%+1.5pp | 70.7%+12.5pp |
| Annual return | 45.05% | 19.45%+25.6pp | 122.05%-77.0pp | 116.85%-71.8pp |
| Employer contribution / active EE | $372 | $2,321-84.0% | $5,167-92.8% | $2,427-84.7% |
| Participant deferral / active EE | $3,202 | $2,789+14.8% | $5,568-42.5% | $4,046-20.8% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.6% |