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 9-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 ... | $3,463 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,498 | $61,058-33.7% | $71,209-43.1% | $85,563-52.7% |
| Participation rate | 73.2% | 58.6%+14.6pp | 73.8%-0.6pp | 66.0%+7.2pp |
| Annual return | 11.58% | 100.41%-88.8pp | 282.51%-270.9pp | 31.51%-19.9pp |
| Employer contribution / active EE | $1,314 | $2,199-40.2% | $2,721-51.7% | $2,654-50.5% |
| Participant deferral / active EE | $1,875 | $3,173-40.9% | $4,175-55.1% | $4,375-57.2% |
| Admin fee / account holder | $13 | $855-98.5% | $5,349-99.8% | $834-98.5% |