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 ... | $948 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,228 | $63,745-71.4% | $98,442-81.5% | $79,386-77.0% |
| Participation rate | 97.7% | 69.9%+27.8pp | 73.3%+24.3pp | 70.7%+27.0pp |
| Annual return | 12.62% | 625.80%-613.2pp | 1492.73%-1480.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $733 | $2,557-71.3% | $2,960-75.2% | $2,427-69.8% |
| Participant deferral / active EE | $674 | $3,303-79.6% | $4,276-84.2% | $4,046-83.4% |
| Admin fee / account holder | $6 | $516-98.9% | $5,949-99.9% | $626-99.1% |