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 ... | $1,100 |
Employer contribution per participant 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 | $43,296 | $52,953-18.2% | $172,739-74.9% | $65,185-33.6% |
| Participation rate | 87.8% | 66.2%+21.6pp | 82.6%+5.1pp | 70.2%+17.6pp |
| Annual return | 109.78% | 30.12%+79.7pp | 802.84%-693.1pp | 29.38%+80.4pp |
| Employer contribution / active EE | $177 | $2,190-91.9% | $5,143-96.6% | $2,177-91.9% |
| Participant deferral / active EE | $1,080 | $2,471-56.3% | $5,198-79.2% | $3,514-69.3% |
| Admin fee / account holder | $7 | $472-98.6% | $13,954-100.0% | $847-99.2% |