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 ... | $636 |
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 | $10,358 | $47,722-78.3% | $82,719-87.5% | $64,808-84.0% |
| Participation rate | 84.1% | 67.6%+16.5pp | 72.6%+11.6pp | 71.5%+12.7pp |
| Annual return | -7.17% | -13.05%+5.9pp | 701.18%-708.3pp | 32.82%-40.0pp |
| Employer contribution / active EE | $2,242 | $2,179+2.9% | $3,009-25.5% | $2,506-10.5% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $143-98.6% | $5,329-100.0% | $188-99.0% |