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 ... | $2,729 |
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 | $24,925 | $58,879-57.7% | $178,490-86.0% | $73,488-66.1% |
| Participation rate | 89.8% | 66.2%+23.6pp | 81.9%+7.9pp | 70.7%+19.2pp |
| Annual return | 8.11% | 24.86%-16.8pp | 151.07%-143.0pp | 28.51%-20.4pp |
| Employer contribution / active EE | $859 | $2,236-61.6% | $5,011-82.9% | $2,270-62.1% |
| Participant deferral / active EE | $881 | $2,567-65.7% | $5,202-83.1% | $3,740-76.5% |
| Admin fee / account holder | $10 | $400-97.4% | $13,984-99.9% | $513-98.0% |