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 ... | $2,870 |
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 | $41,321 | $66,124-37.5% | $90,404-54.3% | $73,488-43.8% |
| Participation rate | 92.4% | 69.7%+22.7pp | 72.7%+19.7pp | 70.7%+21.7pp |
| Annual return | 5.07% | 17.65%-12.6pp | 1293.02%-1287.9pp | 28.51%-23.4pp |
| Employer contribution / active EE | $3,110 | $2,346+32.5% | $3,262-4.7% | $2,270+37.0% |
| Participant deferral / active EE | $1,700 | $3,039-44.1% | $3,963-57.1% | $3,740-54.5% |
| Admin fee / account holder | $10 | $396-97.5% | $5,611-99.8% | $513-98.1% |