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 ... | $1,845 |
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 | $27,907 | $58,879-52.6% | $178,490-84.4% | $73,488-62.0% |
| Participation rate | 86.8% | 66.2%+20.6pp | 81.9%+4.9pp | 70.7%+16.1pp |
| Annual return | 8.03% | 24.86%-16.8pp | 151.07%-143.0pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,107 | $2,236-50.5% | $5,011-77.9% | $2,270-51.2% |
| Participant deferral / active EE | $1,420 | $2,567-44.7% | $5,202-72.7% | $3,740-62.0% |
| Admin fee / account holder | $7 | $400-98.3% | $13,984-100.0% | $513-98.7% |