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 ... | $467 |
Employer contribution per participant 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 | $45,418 | $54,350-16.4% | $82,719-45.1% | $68,494-33.7% |
| Participation rate | 89.7% | 63.9%+25.7pp | 72.6%+17.1pp | 67.9%+21.8pp |
| Annual return | -4.29% | -13.67%+9.4pp | 701.18%-705.5pp | -7.84%+3.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,061 | $3,246-36.5% | $4,395-53.1% | $4,027-48.8% |
| Admin fee / account holder | $29 | $4,395-99.3% | $5,329-99.5% | $5,403-99.5% |