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; Participant loan p... | $922 |
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 | $4,699 | $65,061-92.8% | $143,757-96.7% | $66,914-93.0% |
| Participation rate | 81.7% | 65.2%+16.5pp | 80.3%+1.4pp | 69.8%+11.9pp |
| Annual return | -14.72% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,028 | $2,361-56.4% | $4,951-79.2% | $2,544-59.6% |
| Participant deferral / active EE | $840 | $2,919-71.2% | $5,637-85.1% | $4,237-80.2% |
| Admin fee / account holder | $6 | $502-98.9% | $14,673-100.0% | $593-99.0% |