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; Account maintenanc... | $2,983 |
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 | $11,879 | $52,953-77.6% | $172,739-93.1% | $65,185-81.8% |
| Participation rate | 84.8% | 66.2%+18.6pp | 82.6%+2.1pp | 70.2%+14.6pp |
| Annual return | 16.11% | 30.12%-14.0pp | 802.84%-786.7pp | 29.38%-13.3pp |
| Employer contribution / active EE | $636 | $2,190-71.0% | $5,143-87.6% | $2,177-70.8% |
| Participant deferral / active EE | $622 | $2,471-74.8% | $5,198-88.0% | $3,514-82.3% |
| Admin fee / account holder | $13 | $472-97.1% | $13,954-99.9% | $847-98.4% |