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 ... | $1,384 |
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 | $24,608 | $52,953-53.5% | $172,739-85.8% | $65,185-62.2% |
| Participation rate | 86.3% | 66.2%+20.1pp | 82.6%+3.7pp | 70.2%+16.1pp |
| Annual return | 19.41% | 30.12%-10.7pp | 802.84%-783.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $985 | $2,190-55.0% | $5,143-80.9% | $2,177-54.8% |
| Participant deferral / active EE | $572 | $2,471-76.9% | $5,198-89.0% | $3,514-83.7% |
| Admin fee / account holder | $9 | $472-98.2% | $13,954-99.9% | $847-99.0% |