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... | $1,417 |
Employer 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 | $33,168 | $58,512-43.3% | $84,015-60.5% | $72,985-54.6% |
| Participation rate | 91.1% | 61.2%+29.9pp | 69.0%+22.1pp | 69.5%+21.7pp |
| Annual return | 17.56% | 28.93%-11.4pp | 71.31%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,365 | $2,394-43.0% | $3,239-57.9% | $3,607-62.2% |
| Admin fee / account holder | $6 | $4,569-99.9% | $6,101-99.9% | $5,124-99.9% |