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 5-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; Account maintenanc... | $0 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,001 | $51,197-92.2% | $82,719-95.2% | $66,914-94.0% |
| Participation rate | 98.2% | 67.8%+30.4pp | 72.6%+25.7pp | 69.8%+28.4pp |
| Annual return | -30.65% | -9.64%-21.0pp | 701.18%-731.8pp | 1.58%-32.2pp |
| Employer contribution / active EE | $1,467 | $2,611-43.8% | $3,009-51.3% | $2,544-42.4% |
| Participant deferral / active EE | $1,963 | $3,458-43.2% | $4,395-55.3% | $4,237-53.7% |
| Admin fee / account holder | $16 | $416-96.3% | $5,329-99.7% | $593-97.4% |