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 | Participant loan processing; Claims p... | $2,336 |
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 | $28,126 | $63,745-55.9% | $98,442-71.4% | $79,386-64.6% |
| Participation rate | 95.4% | 69.9%+25.5pp | 73.3%+22.0pp | 70.7%+24.7pp |
| Annual return | 21.46% | 625.80%-604.3pp | 1492.73%-1471.3pp | 116.85%-95.4pp |
| Employer contribution / active EE | $2,695 | $2,557+5.4% | $2,960-9.0% | $2,427+11.0% |
| Participant deferral / active EE | $917 | $3,303-72.2% | $4,276-78.5% | $4,046-77.3% |
| Admin fee / account holder | $11 | $516-97.9% | $5,949-99.8% | $626-98.3% |