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 ... | $2,466 |
Participant 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 | $23,003 | $52,293-56.0% | $178,490-87.1% | $73,409-68.7% |
| Participation rate | 84.1% | 65.3%+18.8pp | 81.9%+2.2pp | 72.2%+11.9pp |
| Annual return | 14.72% | 34.75%-20.0pp | 151.07%-136.4pp | 59.29%-44.6pp |
| Employer contribution / active EE | $855 | $1,735-50.7% | $5,011-82.9% | $2,234-61.7% |
| Participant deferral / active EE | $620 | $2,332-73.4% | $5,202-88.1% | $3,805-83.7% |
| Admin fee / account holder | $7 | $127-94.7% | $13,984-100.0% | $158-95.7% |