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 | Account maintenance fees; Claims proc... | $4,080 |
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 | $18,959 | $74,347-74.5% | $93,606-79.7% | $67,579-71.9% |
| Participation rate | 95.8% | 80.6%+15.2pp | 75.8%+20.0pp | 71.3%+24.5pp |
| Annual return | 21.06% | 28.07%-7.0pp | 32.76%-11.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,118 | $2,583-56.7% | $2,718-58.9% | $2,148-47.9% |
| Participant deferral / active EE | $1,586 | $4,060-60.9% | $4,069-61.0% | $3,539-55.2% |
| Admin fee / account holder | $77 | $123-37.5% | $7,888-99.0% | $142-46.1% |