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 ... | $2,697 |
Annual investment return 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 | $40,121 | $49,915-19.6% | $154,803-74.1% | $74,304-46.0% |
| Participation rate | 98.4% | 54.0%+44.4pp | 78.1%+20.3pp | 60.3%+38.0pp |
| Annual return | 10.93% | 34.06%-23.1pp | 58.88%-48.0pp | 29.43%-18.5pp |
| Employer contribution / active EE | $2,327 | $1,611+44.4% | $4,305-46.0% | $2,241+3.8% |
| Participant deferral / active EE | $2,326 | $2,255+3.2% | $5,540-58.0% | $3,767-38.3% |
| Admin fee / account holder | $12 | $2,189-99.4% | $14,329-99.9% | $2,969-99.6% |