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 9-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 ... | $879 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,821 | $66,124-76.1% | $90,404-82.5% | $73,488-78.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 19.41% | 17.65%+1.8pp | 1293.02%-1273.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $676 | $2,346-71.2% | $3,262-79.3% | $2,270-70.2% |
| Participant deferral / active EE | $615 | $3,039-79.8% | $3,963-84.5% | $3,740-83.6% |
| Admin fee / account holder | $5 | $396-98.6% | $5,611-99.9% | $513-98.9% |