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 6-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 ... | $2,168 |
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 | $6,983 | $58,879-88.1% | $178,490-96.1% | $73,488-90.5% |
| Participation rate | 90.8% | 66.2%+24.6pp | 81.9%+8.9pp | 70.7%+20.1pp |
| Annual return | 11.72% | 24.86%-13.1pp | 151.07%-139.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $721 | $2,236-67.7% | $5,011-85.6% | $2,270-68.2% |
| Participant deferral / active EE | $813 | $2,567-68.3% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $15 | $400-96.3% | $13,984-99.9% | $513-97.1% |